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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
8206	<<This is in conflict with a recent Morgan Stanley report stating the ent	Z Analyzer	-	4/2/2000
8205	The sell off of technology stocks took about 15% off the yearly gains of the Di	Return to Sender	-	4/1/2000
8204	Here is a weekend report on disk drive pricing from a sample of retail distribu	Mark Madden	-	4/1/2000
8203	Sam & Toko - Its worst than that!! The $2 billion goes to VRTS that SEG	Mark Madden	-	3/31/2000
8202	Toko, <<If that takes the $2B down to $1.2B for the effective cost for th	Sam	-	3/31/2000
8201	Gus, Yeah, they got a steal. But the market let them do it by not having the	Toko	-	3/31/2000
8200	Hutchinson Technology warns of larger than expected loss for Q2 on 27% revenue	LK2	-	3/30/2000
8199	Was there really any doubt? The deal is too imbalanced. It is way too generou	Gus	-	3/30/2000
8198	The SEG deal taints the recent Morgan Stanley report. They helped put the deal	Mark Madden	-	3/30/2000
8197	Toko, You didn't take into account that they will supposedly also get $800	Sam	-	3/30/2000
8196	If the private group including current management buys Seagate's operations	Toko	-	3/30/2000
8195	Gus I think the market is saying that this deal is not going to be done as pre	seminole	-	3/30/2000
8194	VRTS buys its own stock back at a discounted price by buying SEG. It also gets	LK2	-	3/29/2000
8193	<b> Seagate stockholders would receive total consideration of approximate	Gus	-	3/29/2000
8192	Seagate is now Veritas-- sort of: seagate.com disk drive business goes private	Yogi - Paul	-	3/29/2000
8191	<i>Do you see all the potential competition from respectable players thre	Gus	-	3/29/2000
8190	<i>Perhaps $80 mil in cumulative lifetime R&D gets you a $29 bil mark	Robert Douglas	-	3/29/2000
8189	<<IBM believes that increasing the interoperability of SAN devices will e	Z Analyzer	-	3/29/2000
8188	<<NTAP's R&D for 1999, 1998 and 1997 was $30.5 million, $16.6 mil	Z Analyzer	-	3/29/2000
8187	>> Western Digital's transfer to Kuala Lumpur of all manufacturing op	Sarmad Y. Hermiz	-	3/28/2000
8186	<i>IBM isn't the only company yearning to take a slice of EMC's b	Gus	-	3/28/2000
8185	Gus, "IBM invests heavily in high-end storage market" Stephen Shankla	Gottfried	-	3/28/2000
8184	<b>Why the disk drive companies are sick and tired of 10-15% Gross Margin	Gus	-	3/28/2000
8183	<<The war is not over, and by all accounts, it is spilling into the upstr	Z Analyzer	-	3/28/2000
8182	Z; <i><<Stitch, Do you buy Julian Munson's view that PC sales d	Stitch	-	3/28/2000

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