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

To: La Traguhs who wrote (5885)3/23/1999 9:43:00 PM
From: Z Analyzer  Respond to of 9256
 
<<HTCH is often back-end loaded
and this lousy March could still inflict more damage as it will on the rest of the HDD>>
I've never regarded HTCH as back-end loaded. With TSA operating at full capacity, the ramp is a factor but this quarter's ave weekly production figures should be pretty well in the bag based on the first 11 weeks.
Anyone getting a good feel for whether PC sales recoving now that Pentium III out. Alex Brown has said so and thinks CPQ will meet estimates.



To: La Traguhs who wrote (5885)3/23/1999 9:45:00 PM
From: Z Analyzer  Read Replies (1) | Respond to of 9256
 
<<Fujitsu will be down some in units Q/Q this quarter, but I'm told even at this point they,
"will still be profitable and are not the low priced leader." So I don't think they will be bad
guys that Z was worried about.>>
If I was the one worried, stocks wouldn't be down. Montgomery was worried about inroads by Fujitsu and Hitachi in notebook drives.


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