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

To: La Traguhs who wrote (5804)	3/9/1999 8:54:00 PM
From: Mark Oliver	Respond to of 9256

<So let me know where you see holes in the proposition that "We barely hang on this quarter, but then it's revenue 'ouch' time next quarter?"> Well, your summary of the current quarter seems to say a lot, especially that you already have a better idea than I do. What drives sales this next quarter aside from typical seasonal weakness? Well, this ain't any other year like we ever had before. Well, we all know it's no longer worthwhile plugging a part into an old box to make it better. Boxes are cheap, time is not. So, I say if the number one OS on the corp desktop is Win 3.1, which is not y2k compliant, then they must upgrade. Second, I'm writing this on a 4 year old computer now, and I will not replace it before I upgrade it. Afterall, you want to be able to remote boot computers and manage the network remotely. These issues can be delt with smoothly with a $1000 new computer. So, I believe the case for upgrade still exists, its then a question of when and what. When... Is the push to upgrade greater before or after y2k? Why wait? What's coming that will warrant delay vs having easier management and y2k compliance? Is there a new device coming? Network computers seem to have no case today as PC's just got that cheap. Do we want to be rid of Windows for an Oracle NetPC? Is the processor going to change so much in 9 months that we need to wait? I think not. PC's are just too cheap and too familiar now. PII, PIII, RDRAM? Seems like there's little reason to wait. So, it's back to the game I've been trying to figure for a year now. What happens to the buying cycle as we hit y2k? I still don't know. And then, the more important question is what does the market think as that's what makes the reality for stocks. Today was a down day. Maybe you are seeing advance warnings of things that will hit the news wires in the next couple days. Certainly, there is a sense of uncertainty, but is that common for this time of year? Common or not will stocks fall, or better yet fall more? Sure looks like good things for Hutch. I know they supply IBM for many portible drives and you say Fujitsu is loosing share. They supply a lot to Quantum also, and I believe Hitachi is also a customer. Samsung has been talked about as using TSA. WD not. Seg, very little. Fujitsu not. Maxtor starting. We shall see. Thanks for the update. Regards, Mark