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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
Introduction Market Data Compact
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7306 Guys, as a long time Innovex investor (I still remember the glory days of 96 anDan Woodbury-11/5/1999
7305 I wasn't really trying to imply anything about Innovex vs Hutch, just that Mark Oliver-11/5/1999
7304 IF INVX manages to sell much FSA it will almost certainly be in place of the flZ Analyzer-11/4/1999
7303 Mark, I'm not sure I understand your post. Are you saying invx is getting jfrancis-11/4/1999
7302 Thanks Hectorite for your thoughts. There are probably others like me who are jfrancis-11/4/1999
7301 INVX indicated that their FSA and bridge flex is ramping and expects 50% of revrich evans-11/4/1999
7300 While Hutch has left the market thinking there is no short term upside, InnovexMark Oliver-11/4/1999
7299 j, my thoughts on htch at this juncture were summarized by Fortun himself near Hectorite-11/4/1999
7298 Well Z and others, what did you think of the conference call. I liked their stjfrancis-11/3/1999
7297 Perhaps you are right. I got the trend of fewer heads per drive, that's whyAll Mtn Ski-11/2/1999
7296 In addition to First Call, you might want to check Zacks for estimates: www1.zaDale Stempson-11/2/1999
7295 >> Also, does anyone have the concensus estimate for HTCH this quarter? Sarmad Y. Hermiz-11/2/1999
7294 My source of earnings estimates has disappeared. Can anyone point me in the rigZ Analyzer-11/2/1999
7293 <<The books look awful, but at 3-1/2, it may be a good speculative bet onT Bowl-11/2/1999
7292 RDRT sure SEEMS cheap, 0.25X sales, 1.07X book and $226 million in cash. Debt iAll Mtn Ski-11/2/1999
7291 I am a bit disconnected from RDRT, but SEG news sounds positive. How well knowMark Oliver-11/2/1999
7290 With RDRT newly requalified and shipping GMR products to SEG, HDD and MXTR, I hAll Mtn Ski-11/2/1999
7289 Yes, Fiber Channel. Amazing to see the turn around in Ancor. I made some monMark Oliver-11/2/1999
7288 It looks like disk-using entertainment products are finally arriving. ========Sarmad Y. Hermiz-11/2/1999
7287 There's an interesting read in the Mercury News about digital video. You caDale Stempson-10/31/1999
7286 Parabolic doesn't even describe Emulex. Brocade is the same. But I don'Sam-10/30/1999
7285 When it appears in Business Week, that's time to go short. If you're brGreg Jung-10/30/1999
7284 Thread, SANs are hot, hot, hot. Read all about in Business Week Online. See MesSam-10/30/1999
7283 I have noticed more rational pricing of drives in the distribution channel as wHenry W Singor-10/30/1999
7282 Maxtor Corp (MXTR) 5 9/32 +11/32: supplier of hard disk drives reports a Q3 losMark Oliver-10/30/1999
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