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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Z Analyzer who wrote (5315)	1/23/1999 11:00:00 AM
From: Stitch	Respond to of 9256

Z, <<Unfortunately and surprisingly, we seem to have no one on these threads close to the channel inventory situation which would be the best indicator of negative change.>> There are at least two analysts that I follow that are "close" to the distribution channels and neither came close to predicting the decline we saw. The problem is more along the lines of not recognizing what you see. Its there, we just choose not to see it. But I do think there is correlation for us in the best PC forecasts. I became aware of a resurgence in PC orders before July. I just didn't feel strong enough about it to act on it in terms of its affect on DD sales. For an interesting reference go to this early post made shortly after Mark started the thread. Also check the link it mentions (which is still good surprisingly). Message 1286188 Best, Stitch