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

To: Gottfried who wrote (5819)	3/11/1999 1:34:00 AM
From: CPAMarty	Respond to of 9256

Gottfried, Dave H., you are both too kind, however, that wasn't my analysis. Can't disclose the author. Gotta run, 1 more corporate tax return to complete.

To: Gottfried who wrote (5819)	3/11/1999 2:51:00 AM
From: La Traguhs	Respond to of 9256

Gottfried, <<Analysts predict 15% to 17% growth in the hard disk market in 1999>> Too optimistic - I think 10% is almost a sure thing while 14% is really stretching it. Already this quarter we'll see sequentially lower unit shipments. The next two quarters are historically flat to down and all the hopes ride on the forth quarter. <<"There is very little visibility on what is going on," Chief Operating Officer William Watkins told Dow Jones on Tuesday>> And that's no understatement either. I think it's Watkins kind way of saying not to expect much for the next quarter. Regards, LT