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Disk Drive Sector Discussion Forum

An SI Board Since April 1997

Posts	SubjectMarks	Bans	Symbol
9256	83	0	WDC

Emcee: Mark Oliver	Type: Unmoderated

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Reply	Message Preview	From	Recs	Posted
8706	Hi Yogi, Seagate is pretty much irrelevant, technically.... or do you see s	Yogi - Paul	-	9/18/2000
8705	Fellow Yogi, <g> SEG is now fighting to break above falling trend-line res	Yogizuna	-	9/18/2000
8704	Mark, <<Could it work this way?>> There are two separate threads to	Tom Simpson	-	9/16/2000
8703	Tom – You are sharp to observe the small capacity erosion in Q2. Looking over	Mark Madden	-	9/16/2000
8702	Mark, I plotted your data (monthly rate by quarter for each category) and it pro	Tom Simpson	-	9/16/2000
8701	Here is a weekend report on disk drive pricing from a sample of retail distribut	Mark Madden	-	9/16/2000
8700	Gus, Very good and thoughtful of you to post these particular numbers.....beats	Tom Simpson	-	9/15/2000
8699	Sarmad - The pricing patterns are different this quarter than last quarter. La	Mark Madden	-	9/10/2000
8698	>> These reports are beginning to get boring. However, this is probably go	Sarmad Y. Hermiz	-	9/9/2000
8697	Here is a weekend report on disk drive pricing from a sample of retail distribut	Mark Madden	-	9/9/2000
8696	Fast moving events..... From the 10K405 filed 8/23/2000 All of the transaction	Gus	-	9/8/2000
8695	Here's the Integral Capital - Morgan Stanley - Suez (holding company for New	Gus	-	9/8/2000
8694	Speaking of pig's ears, did anyone else notice that one of the future owners	Gus	-	9/8/2000
8693	Yogi, OT <i><<The horror. The horror.>></i> Yes, I al	Stitch	-	9/8/2000
8692	Stitch, <<Besides, I am starting to look at Komag again. Oh Lordie.&g	Yogi - Paul	-	9/8/2000
8691	Gents, <i><<Stitch, are you getting into this maelstrom? It is not t	Stitch	-	9/8/2000
8690	Sam, you do not get a 40 MM shares day for hype only. I am speculating that RDRT	Zeev Hed	-	9/7/2000
8689	Sam, Its actually their second infusion of cash, they placed some stock back aro	Tom Simpson	-	9/7/2000
8688	Tom, It is my understanding that Veeco is the reason that RDRT is getting into t	Sam	-	9/7/2000
8687	Hi Tom, I have not had time to listen to the conference call and am just gu	Yogi - Paul	-	9/7/2000
8686	Tom, Yes, VECO could be supplying RDRT with the tools needed to produce DWDM fi	All Mtn Ski	-	9/7/2000
8685	<<They must be looking at producing DWDM thin film filters. >> It d	Tom Simpson	-	9/7/2000
8684	<<VECO has been my only winner in that space, and they are moving away fro	Tom Simpson	-	9/7/2000
8683	Stitch, <<Yes, I should have stuck to my guns. >> Very sho	Yogi - Paul	-	9/7/2000
8682	Hi Robert, Yes, I should have stuck to my guns. I even had subsequent advice to	Stitch	-	9/7/2000

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