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

To: Frodo Baxter who wrote (6492)	6/4/1999 7:26:00 PM
From: CPAMarty	Read Replies (1) \| Respond to of 9256

Acer, IBM ready to announce $8 billion deal news.com

To: Frodo Baxter who wrote (6492)	6/4/1999 8:07:00 PM
From: Yogi - Paul	Read Replies (2) \| Respond to of 9256

Lawrence, <<Who are you??? Scott McNealy?>> Yeah, right. Actually, though, I think McNealy was right (is) in his overall vision. The network was just too slow. It's getting faster. <<And how exactly are EMC and NTAP going to build their network storage boxes? >> Unless I am an even worse writer than I recognize, you know that I'm trying to differentiate between consumer use hard drives and network use storage (of whatever type). WDC needs to go away. It deserves to go away. Then we need to take it further. <<At the end of the day, the reaction to QNTM's problems were pretty muted. >> Proves what little I know. I'm short SEG and QNTM and I had a bottle of scotch riding on Qntm closing below 17 and SEG below 29. The trades are small the risk low but I hate losing a bottle of scotch. Paul

To: Frodo Baxter who wrote (6492)	6/4/1999 9:46:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

<I think the market recognized that. At the end of the day, the reaction to QNTM's problems were pretty muted. Surprising, since MXTR and WDC are pure play desktop drives.> Seeing Qntm close at 19 is a sure sign that the market has thrown the disk business out of the picture and they are now willing to focus on the split. It's a shame really as I was hoping to add some shares at $15. <>That means local hard drives, local applications, local operating systems have to die. Who are you??? Scott McNealy?>> Well, you'd have to be blind not to see that many devices that we use today will be reformulated when there is ubiquitous high speed Internet access. Just look at web phones from Alcatel, evolving Palm Pilots, new smart wireless phones, web TV boxes that no longer come with hard drives, and the general move of all Win CE devices to use flash memory instead of hard drives. That's not to say drives will pass away like tubes in TV's, but Yogi has his point, and Scott McNealy is probably correct as well. Interesting that Yogi was picking Quantum to croak. I think he's probably right. Qntm is being split. Why? Maybe croak is not the right word. Maybe it will be assimilated. You certainly like the idea of a merge with Maxtor and a summary execution for WDC. Wouldn't it be so simple. But, why should this eliminate over supply? I think the problem is that these companies can add supply with little restriction and they show little forsight in how they will sell it once it's in place. You would think the market could handle 5 or 8 vendors? Well, the basic flaw is that they all want growth and there's just no growth to be had when you divide the current spoils among 5 players. Unless they start price fixing, they will never be stable businesses. Yeah, that's why I buy Hutchinson. Let them fight it out. As long as TSA starts going into more than 50%, and hopefully growing to 70%, of all drives, I don't care whether any of the big boys make money. Regards, Mark PS I'm still worried about y2k. I would expect a lot of components and equipment will start to be stock piled at some point. This might give us a very good year end which will keep the weak hands like WD from folding for an extra year. Will Dell be willing to hold 3 days inventory on December 31st???? Would you?