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

To: Mark Oliver who wrote (5518)	2/10/1999 7:19:00 PM
From: Z Analyzer	Read Replies (2) \| Respond to of 9256

<<But analysts were quick to point out that drive makers and OEMs alike seem to have learned their lesson from a year ago, when a shift in market conditions left most suppliers caught with excess inventory. >> Hard for me to understand why everyone is so convinced that lessons have been learned just because we had a quarter of sub-par profitability during the seasonally stongest quarter of the year and one during which demand significantly outstripped everyone's expectations. Seems a liitle early for congratulations. Z