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

To: Z Analyzer who wrote (6387)	5/19/1999 7:47:00 PM
From: jfrancis	Read Replies (1) \| Respond to of 9256

Z Analyzer, the fact that htch is into the minature drives as well as the PVR's is good news. You mention not to look for big volumes soon, but I am willing to be very long on htch if the demand for disk drives in everything from cars to VCR's to refrigerators is going to accelerate and htch maintains a 70% market share. I am thinking demand is going to increase dramatically for disk drives over the next few years and htch has positioned itself to be ready and in most of them. If they are in all these markets, then it seems to me this is going to be a fabulous growth stock. I guess Goldman Sachs came out with an analysts report discussing htch's positioning in the changing technology a few weeks ago. I haven't seen it but I was told it was very positive on htch. I'd like to see some of these reports from Goldman, H & Q and others. If anyone has them, I wonder if they can post quotes from them or is that not permitted? Anyway, thanks for your opinions. jf