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

To: WTSherman who wrote (6329)	5/11/1999 7:55:00 PM
From: Stitch	Respond to of 9256

WTSherman, Simply put, IVAC is the best run little cap ex company in the DD biz IMO. You are right that they had been clobbered by the DD downturn mercilessly. Particularly because media production expansion has far outpaced demand, more so then even DD capacity overall. But on the plus side IVAC has supply relationships with several of the companies that matter in this segment IMO, including Fujitsu and Seagate. I think the thing to watch here is their efforts on the flat panel side. Another thing I like about this company (aside from superb management) is their Japan distribution relationship with Matsubo. Good company IMO. It is a bit too soon but this is one to watch IMO. You might want to ask TBowl to chime in here. Best, Stitch