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

To: Stitch who wrote (5930)	3/26/1999 6:30:00 PM
From: Yogi - Paul	Respond to of 9256

Stitch, <<I am not "looking" for anything except the truth. And all I can do is provide what I know or hear.>> ...and doing a damn fine job of it. Have I told you lately how much I appreciate your informative posts? Gotta lantern?, Yogi

To: Stitch who wrote (5930)	3/26/1999 6:39:00 PM
From: Mark Oliver	Read Replies (3) \| Respond to of 9256

Stitch, I'm typically trading on old news and hear say, so I really appreciate your view. You're our man in Havana and I listen carefully to everything you say, with appreciation. Maybe you are right that WD is using TSA, but in October it was said they were a year away from a TSA program. Things change quickly. <Why do you say one week's notice? In any case, everything is on a much shorter fuse now. BTO, remember?> I thought I had read one week, but re-reading the press releases I don't see it. I get a bit of background chaos around here. Sorry. I did find the Inacom warning to be very interesting. They are perhaps experiencing the same problem as Hutch, a little higher up the food chain? The channel is still in trouble as the "direct" model experiences problems? But, I can only propose thoughts on why things happen and many are just WAG's that have little value. In the case of Hutchinson, I simply question why they should have been so confident of demand next quarter only to see it drop off in a way that sounds dramatic? I think it could be a problem with a single customer exasperated by a lesser general demand than hoped for. It makes sense that IBM is shaking things up with their latest aggreements. It seems likely that Maxtor should have been building up new demand for TSA and now they have to re-think things if they can't sell as much as they would like to Dell. And, as was said this may only be the beginning for more deals. And, if there's problems with TSA it doesn't seem possible that WD could be much of a great loss in any event. More likely it would be a new program, or problems with a existing program experiencing problems. <I am not "looking" for anything except the truth. And all I can do is provide what I know or hear.> I know. I throw you ideas with the hope you will tear them down. I can't bring your knowledge to the thread, but I sure do enjoy asking you questions. Regards, Mark

To: Stitch who wrote (5930)	3/27/1999 6:40:00 AM
From: Z Analyzer	Respond to of 9256

<<<<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? >> Not really too surprising given the sudden nature of people realizing there's a little inventory problem, putting on the brakes. When one set of brake lights go on other drivers panic. Also, the power of end of qtr inventory management should not be underestimated. Every one wants to show maximum turns and lean inventories. It used to happen and now the focus is that much greater. If so, it will come back after April first. -Z