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

To: Mark Oliver who wrote (5919)	3/26/1999 6:17:00 AM
From: Mark Oliver	Read Replies (2) \| Respond to of 9256

Continuing speculation. What if Hutchinson had expected a big order from a single customer for a new program only to find this customer had fallen into a realignment of their own? Here's a WAG. IBM has decided to seriously cut back on PC production to instead focus on component sales. How much money can they loose trying to keep the IBM name on the desktop? Message 8513442 If IBM were to exit the PC market, who would pick up the slack? Maybe a partner like Dell? Just food for thought. Regards, Mark

To: Mark Oliver who wrote (5919)	3/26/1999 10:17:00 AM
From: Robert Douglas	Respond to of 9256

Is this typical to lay people off, but keep on paying their medical and accuring vacation time? Is this a sign that they expect the problem to be resolved quickly, or standard procedure? This is becoming more typical in the U.S. because unemployment is so low. It's hard enough to find people to staff a fast food restaurant let alone workers who have skills to work in a factory. Clearly HTCH expects to need these people again and doesn't want to have to train replacements. Whether or not they are right is another story. -Robert

To: Mark Oliver who wrote (5919)	3/26/1999 5:52:00 PM
From: Stitch	Read Replies (3) \| Respond to of 9256

Mark, <<WDC is not a TSA customer and if you read this PR, this is a TSA problem.>> WDC is not a TSA customer? What I said was "IMO it is IBM/WDC and QNTM". I admit I am not sure but I thought the WD "Expert" drives used TSA. <<Could a company like Maxtor have planned an aggressive move to GMR using TSA, but had ESD or other problems totally blow the program out of the water?>> Plausible but I have not heard anything like that. What I heard I have already posted. <<It's easy to think the whole industry has gone wrong, but would Hutchinson really get one weeks notice from every drive maker at the same time? >> Why do you say one week's notice? In any case, everything is on a much shorter fuse now. BTO, remember? <<You seem to be looking for the desktop as the problem>> I am not "looking" for anything except the truth. And all I can do is provide what I know or hear. Stitch