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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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Reply	Message Preview	From	Recs	Posted
8181	The MS report said the enterprise market pricing environment was tough as compa	Mark Madden	-	3/28/2000
8180	<<They are for real IMO and I believe they are right. Pricing pressures a	Z Analyzer	-	3/28/2000
8179	Stich, >> Just one more comment: don't count on upstream markets to	Sarmad Y. Hermiz	-	3/27/2000
8178	Sarmad, <i><<Are these people for real ? How can there be any exce	Stitch	-	3/27/2000
8177	>> We suspect that there continues to be excess supply in the disk dr	Sarmad Y. Hermiz	-	3/27/2000
8176	OT <<Do you remember how Biggs hypthesized Greenspan would target the Nas	Sam	-	3/27/2000
8175	Micromem looked like a racket even before I saw it was Canadian based. Why woul	Z Analyzer	-	3/27/2000
8174	Gentlemen, Anyone familiar with this one?: Thursday March 23, 10:30 am Eastern	Stitch	-	3/27/2000
8173	Stitch, Thanks for posting the MS comments. It is just amazing to me that, on t	Sam	-	3/27/2000
8172	Gentlemen, FYI: TECHNOLOGY: CQ1 EPS PREVIEW: PC MARKET LOOKING UP 07:32am EST	Stitch	-	3/27/2000
8171	>> How credible is MXTR plan to enter low to midsize NAS in a big way? A	Sarmad Y. Hermiz	-	3/26/2000
8170	Sam, you got to be careful, he compares the future information appliances to MW	Zeev Hed	-	3/26/2000
8169	MXTR stock i believe is up sharply recently, primarily because they are enterin	greedsgd_2000	-	3/26/2000
8168	Interesting article on information appliances from B-Week: businessweek.com Me	Sam	-	3/26/2000
8167	I'm sorry for any misunderstanding. It seems to me that we have hard eviden	Return to Sender	-	3/26/2000
8166	RTS, Thanks for the links. My intention was to say that analysts are still ign	Sarmad Y. Hermiz	-	3/26/2000
8165	The Disk Drive/Storage Portfolio was created from suggestions by members of thi	Return to Sender	-	3/26/2000
8164	Return to Sender, Here's the disck drive stock I neglected to include on t	Carey Thompson	-	3/26/2000
8163	>For example, the estimate on Maxtor was -30c until the day that Maxtor pre-	Return to Sender	-	3/26/2000
8162	<i>we own veco and smit.....thread please tell me why smit stock shouldn&	Robert Douglas	-	3/26/2000
8161	we own veco and smit.....thread please tell me why smit stock shouldn't go	ET	-	3/25/2000
8160	>> Wouldn't it be nice if people knew a faster disk drive would save	Sarmad Y. Hermiz	-	3/25/2000
8159	Many of these traditional Disk Drive companies are making investments in new ar	Return to Sender	-	3/25/2000
8158	Sarmad - Thank you for the kind words about the weekend pricing reports. It i	Mark Madden	-	3/25/2000
8157	I have created a Disk drive/Storage Stock Portfolio here at SI that shows the y	Return to Sender	-	3/25/2000

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