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

To: Stitch who wrote (5396)	2/2/1999 7:24:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 9256

Stitch, Thanks for post. <<Fox also is recommending EMC Corporation [NYSE:EMC - news], which manufacturers storage arrays and related software. The company is experiencing strong demand and its customer base includes 90 percent of the Fortune 100>> Is there a case for not owning EMC? (seriously) Seagate looks pretty interesting again but I'm going to have to go back to school on them. Komag? Talk about back from the dead! I dismissed them 6-9 months ago. I guess I've got a lot of work to do. Yogi

To: Stitch who wrote (5396)	2/3/1999 4:30:00 AM
From: Z Analyzer	Read Replies (2) \| Respond to of 9256

<<In 1999, Fox is forecasting unit growth of 25 percent to 174 million units and revenue growth of 21 percent to $30.3 billion. >> No wonder the drive companies have appreciated so much! Has anyone else seen such an aggressive forecast? I wonder if he's just parroting Dataquest or sticking his neck out with his own prediction? Can the industry handle this kind of unit growth without shortages developing, especially at the component level? <<Fox also recommended two component suppliers: Hutchinson Technology*, which has a dominant market share in suspension assemblies and is the leading developer of TSA;>> Would be interesting to know when Paul Fox gave his speech. He's still probably the most widely repected drive analyst. Explains why HTCH moved up so strongly Friday and Monday ahead of the secondary which should have been priced tonight and issued tomorrow. Z