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Technology Stocks
Disk Drive Sector Discussion Forum
An SI Board Since April 1997
Posts SubjectMarks Bans Symbol
9256 82 0 WDC
Emcee:  Mark Oliver Type:  Unmoderated
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6881 Bear Stearns lowers rating on Quantum this morning. exchange2000.com Robert Douglas-7/28/1999
6880 Hi Sam I was unable to listen to the QNTM conference call during the week thatHenry W Singor-7/28/1999
6879 QNTM to move to NYSE with HDD and DSS In a ceremonial "ringing of thSam-7/26/1999
6878 It could be. When that announcement was made (the IBM/EMC one), I was just amazSam-7/26/1999
6877 Sam, Seagate took a dive a while back when IBM announced an agreement with EMCRobert Douglas-7/26/1999
6876 LT, all, Here is an article discussing IBM's challenge to EMC in the storaSam-7/26/1999
6875 Yogi, The book, Innovator's Dilemma, has no discussion of IOM. Would you chHal Barnett-7/25/1999
6874 Mark, I'm familiar with SEMI. In their own words: ><i> SemiconductGottfried-7/25/1999
6873 The figures I posted on book to bill ratios of semiconductors come from an orgaMark Madden-7/25/1999
6872 Thanks for the link. The post made for interesting reading while leaving any coLa Traguhs-7/24/1999
6871 Mark, from the numbers you quote it seems you're talking about the semicondGottfried-7/24/1999
6870 Good removeable storage overview on IOM thread: Message 10520214Sam-7/24/1999
6869 The book to bill ratio for semiconductors remained over 1 at 1.24 for June. ThMark Madden-7/24/1999
6868 "Sounds like you bot into SEGs story on the superior business model."Mark Madden-7/24/1999
6867 <<i>Fujitsu supposedly losing money despite a similar model.</i>La Traguhs-7/23/1999
6866 It is significant when your competing against another 4.3 GB drive which uses tLa Traguhs-7/23/1999
6865 Nope! Regards, LT La Traguhs-7/23/1999
6864 It's official now: Subject 29630Sam-7/23/1999
6863 <<Even the potential A/V market suppliers would not benefit buying a Z Analyzer-7/23/1999
6862 "Anyone want a job as CEO of WDC these days?" Interesting how the reMark Madden-7/23/1999
6861 <<Fujitsu announced today their 4.3 GB single head, single head "vaZ Analyzer-7/23/1999
6860 Ron, Participating in the experimentation process as we speak <g>. Yogi - Paul-7/23/1999
6859 The drunken fruit flies link does say alot about DD sector investors. From theRon M-7/23/1999
6858 appro, Innovator's Dilemma recommended reading by Stitch about 6-7 montYogi - Paul-7/23/1999
6857 "closest things to fruit flies that the business world will ever see"appro-7/23/1999
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