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

To: Stitch who wrote (6241)	5/6/1999 11:54:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Stitch, re >>Very low fly heights will be the goal.<< Less than 1 microinch? G.

To: Stitch who wrote (6241)	5/6/1999 2:50:00 PM
From: La Traguhs	Respond to of 9256

<It is still clear to me that something has to give in this industry. Twixt now and then we will tread water, much as we have I expect.> Recent parlor talk here has WD most at risk. It's pretty much agreed that there will be 10 to 15% price erosion this current quarter and this will continue to put significant pressure on WD to keep a float. Lack of profitability and continued cash burn could take its toll on WD, some say by the end of this year, especially if we don't get the December kick everyone counts on. Naturally, serious WD problems would put Komag in harms way. Unfortunately, I agree with you Stitch. The herd must (and probably will) be thinned down. It's good to see you back, but seeing you wearing a Speedo soaking up that South Pacific sun and puffing on a stogie is a sight I might want to do without. Regards, LT