| Message | Subject | Recs | Date/Time (ET) |
| Seagate takes a 1.1 billion write-off.... takes it's lumps on Lernout & Hauspie, | Disk Drive Sector Discussion Forum | | 01/25/2001 09:19:46 PM |
| Where the New Economy Agenda Goes From Here
by Mike Ruettgers (of EMC)
http:/ | Disk Drive Sector Discussion Forum | | 01/22/2001 11:25:23 AM |
| Z,
Maybe demand is finally catching up with supply in the component area:
| Disk Drive Sector Discussion Forum | | 01/18/2001 10:43:00 AM |
| Stitch,
<<Seagate, cut loose from the fetters of SEC rules, is like cuttin | Disk Drive Sector Discussion Forum | | 01/14/2001 08:08:55 PM |
| Sarmand,
<< It was insane to be positive on the dot.coms in Feb 00, an | Disk Drive Sector Discussion Forum | | 01/14/2001 02:29:30 PM |
| Hi Stitch,
<<Asia, for example, should enjoy 24 - 28 % unit growth rate fo | Disk Drive Sector Discussion Forum | | 01/13/2001 11:42:39 PM |
| Sam OT,
This appeared in my "In" basket this morning. Seperated at birt | Disk Drive Sector Discussion Forum | | 01/13/2001 11:50:53 AM |
| Marty,
<<Perhaps any slow down in unit growth for hard drives will be more | Disk Drive Sector Discussion Forum | | 01/12/2001 10:20:43 AM |
| Stitch,
<<, the desktop arena is highly suspect for Q1, and possibly ext | Disk Drive Sector Discussion Forum | | 01/11/2001 11:39:03 PM |
| Sam,
IT has got to be a personal transportation device named "Vlad the Imp | Disk Drive Sector Discussion Forum | | 01/11/2001 11:01:51 AM |
| Hi Sam,
What fun!
How about a Stirling engine variant?
http:// | Disk Drive Sector Discussion Forum | | 01/10/2001 08:49:26 PM |
| LK,
Fascinating e-commerce/storage/san confidence builder... I just love | Disk Drive Sector Discussion Forum | | 12/06/2000 08:56:25 PM |
| Stitch,
You'll forgive me but I thought I was through with the election. | Disk Drive Sector Discussion Forum | | 11/09/2000 03:37:38 PM |
| Folks,
I think a discussion on the relative performance of Seagate vs. Max | Disk Drive Sector Discussion Forum | | 11/07/2000 09:46:31 AM |
| Kevin,
Also of interest:
<<Meanwhile, there is the tax benefit that ma | Disk Drive Sector Discussion Forum | | 10/16/2000 12:17:33 PM |
| Gus,
<<doesn't that make a lot of its competitors highly inefficien | Disk Drive Sector Discussion Forum | | 10/12/2000 04:27:37 PM |
| Z, OT
Wasted move... coming in November to a Radio Shack near you... http: | Disk Drive Sector Discussion Forum | | 10/11/2000 11:03:53 PM |
| Gus,
Thanks for the link.
Jack's mentoring program for the internet | Disk Drive Sector Discussion Forum | | 10/11/2000 12:56:17 PM |
| Gus,
<<Regarding the outsourcing levels, have you forgotten that Seagate i | Disk Drive Sector Discussion Forum | | 10/11/2000 12:36:34 PM |
| Sarmad,
<<After all, it's just a game box.>>
Microsoft and Sony ar | Disk Drive Sector Discussion Forum | | 10/10/2000 09:54:11 PM |
| Thanks Gus.
The preamplifier is Texas Instruments, correct? Outsourcing l | Disk Drive Sector Discussion Forum | | 10/10/2000 06:18:34 PM |
| seagate: http://biz.yahoo.com/prnews/001010/ca_seagate.html
Looks like a good | Disk Drive Sector Discussion Forum | | 10/10/2000 04:26:58 PM |
| Mark,
Bad decision by Microsoft. From the news release <<WD Protege's sin | Disk Drive Sector Discussion Forum | | 10/10/2000 02:40:51 PM |
| LT,
<<sending out strong signals that PC demand is apparently crashing all | Disk Drive Sector Discussion Forum | | 10/06/2000 08:57:02 PM |
| Folks,
Well, we have consolidation but little else.
MKE continues at | Disk Drive Sector Discussion Forum | | 10/04/2000 11:43:37 AM |
| Hi Sam C.
I must say I'm somewhat surprised. I'm going to listen in to t | Disk Drive Sector Discussion Forum | | 10/04/2000 10:22:31 AM |
| Z,
Is there a final value (including cash) Silver Lake is paying for Seaga | Disk Drive Sector Discussion Forum | | 10/04/2000 08:41:16 AM |
| Maxtor/HDD combine, Maxtor pays 1.52 shares for each HDD share.
Whatcha | Disk Drive Sector Discussion Forum | | 10/04/2000 08:06:49 AM |
| Stitch,
<<Thoughts?>>
<<... the product allows consumers to <b>quick | Disk Drive Sector Discussion Forum | | 10/02/2000 10:33:48 PM |
| Stitch,
Thanks for your summary. I must say it gives me a little more con | Disk Drive Sector Discussion Forum | | 09/29/2000 08:06:58 PM |
| Hi Sam C.
From Dow On-Line News:
<<Mr. Lewis said industry-wide comp | Disk Drive Sector Discussion Forum | | 09/29/2000 02:37:10 PM |
| Gus,
Chase comments re: components
<<We expect general softness in | Disk Drive Sector Discussion Forum | | 09/29/2000 01:16:19 PM |
| Sarmad,
Chase H & Q upgrades HDD .... MXTR at $12.00 pre-mkt open. PC sec | Disk Drive Sector Discussion Forum | | 09/29/2000 08:21:08 AM |
| Stitch,
At least it's never dull.
After confirming what LT had to sa | Disk Drive Sector Discussion Forum | | 09/22/2000 10:08:51 AM |
| http://cbs.marketwatch.com/archive/20000921/news/current/rdrt.htx?source=blq/yho | Disk Drive Sector Discussion Forum | | 09/21/2000 02:22:35 PM |
| Readrite suddenly surged to 4 million shares around 2:00. Also KMAG and htch ha | Disk Drive Sector Discussion Forum | | 09/21/2000 02:03:05 PM |
| Stitch,
You misunderstand
I realize the technical skills that | Disk Drive Sector Discussion Forum | | 09/20/2000 11:13:34 PM |
| Sam,
While I defer to everyone on technical analysis, I do follow longer t | Disk Drive Sector Discussion Forum | | 09/20/2000 11:21:45 AM |
| Ah geez LT,
The only significant event TDK could possibly have would be to | Disk Drive Sector Discussion Forum | | 09/19/2000 03:39:51 PM |
| LT,
OK, I'll bite.... Stinky Water?
TDK's own projections.... noth | Disk Drive Sector Discussion Forum | | 09/19/2000 02:24:23 PM |
| Stitch,
<<unannounced developments I believe Komag has underway in other m | Disk Drive Sector Discussion Forum | | 09/19/2000 10:04:27 AM |
| Hey LT,
Quantum/Maxtor? Unless Quantum is having serious problems with MK | Disk Drive Sector Discussion Forum | | 09/18/2000 09:45:55 PM |
| Hi Yogi,
Seagate is pretty much irrelevant, technically.... or do you see | Disk Drive Sector Discussion Forum | | 09/18/2000 12:08:53 PM |
| Stitch,
<<Besides, I am starting to look at Komag again. Oh Lordie.>>
| Disk Drive Sector Discussion Forum | | 09/08/2000 10:28:17 AM |
| Hi Tom,
I have not had time to listen to the conference call and am just g | Disk Drive Sector Discussion Forum | | 09/07/2000 03:59:43 PM |
| Stitch,
<<Yes, I should have stuck to my guns. >>
Very short term, m | Disk Drive Sector Discussion Forum | | 09/07/2000 02:20:54 PM |
| Robert,
Pre-market opening, this little 25 million dollar venture deal has | Disk Drive Sector Discussion Forum | | 09/07/2000 09:27:20 AM |
| Stitch,
Scion Photonics. Interesting deal with Tyco Ventures and rather a | Disk Drive Sector Discussion Forum | | 09/06/2000 10:24:37 PM |
| Sam,
Just an interesting little comment...
<<Offering another angle | Disk Drive Sector Discussion Forum | | 09/06/2000 05:56:04 PM |
| appro,
Good to hear from you!
<<ToyRUs.com is still taking orders fo | Disk Drive Sector Discussion Forum | | 09/05/2000 02:18:27 PM |
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