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


To: Mark Oliver who wrote (6070)4/14/1999 12:20:00 PM
From: Z Analyzer  Read Replies (1) | Respond to of 9256
 
<<Any discussion of significance about drive sales for new applications like VCRs are
set-top boxes?>
Said they thought it was an exciting opportunity, esp for U4. My take on the whole situation is that box makers and drives still face decent demand and falling ASPs are the bigger problem. -Z