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


To: KevinThompson who wrote (5857)3/17/1999 3:27:00 PM
From: La Traguhs  Respond to of 9256
 
Kevin,

It appears the reality of HMT likely losing their WD business (20% of the total revenue picture for HMT) to Komag, and their 15% Iomega business slowing down significantly, has set in.

That leaves Maxtor and Samsung to hold them up - ouch. Conner Tech. will help but not until the second half of the year (assuming Conner gets off the ground).

But on the plus side, those guys in Fremont know how to eek out a profit by adjusting to the volumes.

Regards,
LT