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

To: Stitch who wrote (6308)	5/10/1999 9:06:00 PM
From: Sam	Read Replies (2) \| Respond to of 9256

*** OT *** Interesting, somewhat gossipy article on backstabbing among Barrons' finest: brillscontent.com Protecting Biggs, of all people. I personally wouldn't feel a great loss if I never read another column by Alan Abelson. The problem is, their current talent is pretty thin. They would improve themselves if they brought back John Liscio, IMO.

To: Stitch who wrote (6308)	5/10/1999 10:11:00 PM
From: James Calladine	Respond to of 9256

Stitch, Just exactly the balanced and reasoned response I was looking for. Very helpful. Thanks Jim

To: Stitch who wrote (6308)	5/11/1999 12:18:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

<<The risk is that Hutch continues to fumble with their process and gives tme to an emerging comeptitor. But I do not see that competitor on the horizon and if we can believe Hutch they are making progress in yields.>> The March quarter seemed to demonstrate dramatic progress in yields. Premium pricing was gone, the brakes were put on production with several weeks still to go and they still earned $.54. Units were still being upgraded with changes that have enabled some units to produce 400k suspensions per week. In my mind, yields are doing extremely well and the only issue is when volumes return. -Z