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

To: Z Analyzer who wrote (6145)	4/26/1999 8:54:00 PM
From: Sam	Read Replies (1) \| Respond to of 9256

Z, << I have the impression, though no evidence, that we experienced what will likely be a short, sharp inventory correction and the conditions will soon seem to improve.>> I hope you're right, but it feels to me like someone is stirring the pot. Some possibilities: Perhaps Samsung trying to build share a la Maxtor & Fujitsu last year, or perhaps Maxtor gaining some share with WDC and others trying to fight back and/or hang on by hook or by crook. Or perhaps someone just trying the scorched earth strategy which has been suggested on this board a couple of times over the past 2 years, trying to eliminate on a more permanent basis some competition. Or, one more speculation, perhaps Finis Conner is ramping and people are welcoming him back to tribe with a price war. What warmer and more familiar welcome could there be?