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

To: Yogi - Paul who wrote (6494)	6/4/1999 8:56:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

<<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.>> You're fighting a strong headwind with QNTM's track stock coming which is why the damage today was muted. As for SEG, Alex Brown's analyst figures SEG will do 300,000 high end drives above his prior forecast and another 300,000 extra lowend due to U4. Doesn't sound too promising as a short. -Z

To: Yogi - Paul who wrote (6494)	6/5/1999 4:29:00 PM
From: CPAMarty	Read Replies (1) \| Respond to of 9256

A wholesale abandonment of hard drives in set-top boxes is unlikely, according to industry analysts. "I firmly believe next-generation set-top boxes will have a hard drive in there as a primary storage device," said John Monroe, an analyst at Dataquest, in San Jose, Calif. Monroe said sales of hard drives for non-PC devices, including set-top boxes, were only about 1 million units in 1998, but will grow to 1.2 million units in 1999 and about 20 million in 2002 techweb.com