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

To: Frodo Baxter who wrote (5693)	2/26/1999 7:41:00 PM
From: Stitch	Read Replies (1) \| Respond to of 9256

Lawrence, <<Could they have answered my prayers and sold their drive business to Maxtor?>> Made a couple of quick calls to the states. No one seems to have a clue what this could be about. Best, Stitch

To: Frodo Baxter who wrote (5693)	2/26/1999 10:51:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 9256

Lawrence, a correction: the QNTM CC starts at 8am EST Monday.... biz.yahoo.com Gottfried

To: Frodo Baxter who wrote (5693)	2/27/1999 1:59:00 PM
From: Sam	Respond to of 9256

"Could they have answered my prayers and sold their drive business to Maxtor?" I wish. To anyone. Even if it was for pennies on the dollar, the stock would double in no time. Unlikely to MXTR, though; MKE would have to agree, and MXTR would have to agree to keep MKE. Meanwhile, Jeff Vinick has joined the ranks of happy drive owners; MXTR was his biggest holding at the end of the DEC quarter: Message 8066591 <<Vinik is known as an active trader, meaning his portfolio today may not look like it did at the end of December. Mark Hostetter, Vinik's chief operating officer, wasn't available for comment. At the end of December, Vinik's biggest holdings were Maxtor Corp., Abercrombie & Fitch, Tyco International Ltd., Comverse Technology Inc. and Electronics For Imaging Inc.>>

To: Frodo Baxter who wrote (5693)	2/28/1999 5:24:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

Lawrence, Going to the BW link you posted, the following is listed. removed This article has been removed at the request of the news provider, Business Wire. Can you tell me if they said anything in this PR, or was it just an announcement similar to the ones that have been released simply saying there would be a conference call, but no detail of what would be said? It seems to me that the whole thing has a pretty bad out look. On the one hand, you hope they will say something positive such as they are buying APM for $15, but on the other hand they seem very likely to be responding to the street's fears that may have been set off by Compaq. Maybe they are going to say that while Compaq is experiencing their problems, our other customers have indicated nothing that would suggest our quarter will not be a good one. Will this be a Black Monday? Personally, I think people are scared and will have no trouble selling off, especially in the face of rather poor predictions by these companies about buying patterns in the next year. Well, speculation goes on and on at no point of value. Regards, Mark

To: Frodo Baxter who wrote (5693)	2/28/1999 4:19:00 PM
From: T Bowl	Read Replies (2) \| Respond to of 9256

OK, here's my WAG for the QNTM CC… So the story goes… I was at work today when the world's most horrible sound came from the office Server… Yes, the 2nd HDD pitched. Not surprising considering it was an old used up Bigfoot CY. At the time it was a monster at 6.4GB!! I looked at CDW for prices on another replacement Bigfoot. Might as well get a big fat one huh? We just sorta use it for a quick backup so speed isn't an issue. TS series came to mind, 12.7GB or 19.2. It'll be big, but cheap so I thought… I noticed a few things on their site(and in my notes from before): 1) They never really stocked the TS much. 2) Ever since the new series came out the prices never really changed $265 for the 12.7 and $399 for the 19.2. 3) The Bigfoots during the past 6 months never actually looked cheap IMO. I could get a 5400rpm 3.5" DD for cheaper at all but the highest cap. So, my DD investor paranoia kicked into full speed. Oh my gosh, they're dropping the Bigfoot line! OK, here's my thoughts on why(All speculation!!): a) Nobody else has developed a 5.25" product in ages. Volume isn't there, so pricing isn't as good as it should be and development costs are hard to spread around just a few drives. Components(such as platters) just aren't as cheap as what a 3.5" is nowadays b) Capacity isn't as critical as it use to be - speed sells. 7200rpm desktop drives are gonna transition quickly this year. 4000rpm sucks. c) SEG has the U2 out and is getting the U4 ready. d) Conner is coming out with his cheap chinese DD e) CPQ has signed with Conner as a primary I'm stretching it now, but here's what I think they'll say: a) They've seen a slow-down of orders from a primary customer recently b) They want to start leveraging other technology from the Fireball series. This is what they did for the last few Fireball series and it's the same philosophy as what they do in the high-end. That will save time and development costs. c) 5.25" just isn't what it used to be d) They were totally dominant in the Sub $1k PC market, but that's starting to get more competitive e) They will announce their first "value based" special designed sub $1k PC 3.5" DD f) They will announce write-offs associated with dropping the line. g) Oh yeah, and they dumped MKQC, but are buying APM for $15. ;) How's that for being bored on a Sunday? todd