| Message | Subject | Recs | Date/Time (ET) |
| Hello Zeev,
It has been a long time. In fact, I am revisiting SI for 2 reasons. | MDD - Market Direction Discussion | | 05/20/2003 10:32:26 AM |
| Robert,
Sorry for the delayed response. In fact, I may have missed your message | Disk Drive Sector Discussion Forum | | 06/23/2002 06:36:17 PM |
| Some Notes From the Quantum CC:
Quantum HDD reported a loss of $.04 per share | Disk Drive Sector Discussion Forum | | 01/18/2001 05:43:52 AM |
| Sarmad,
<i><<I mean to say that gross margin on units sold is the important num | Disk Drive Sector Discussion Forum | | 01/17/2001 09:08:35 PM |
| Sam,
<i><<Guess it's a sign of the total lack of interest in the drive segment | Disk Drive Sector Discussion Forum | | 01/17/2001 12:38:07 PM |
| Sarmad,
<i><<The further point is that DD makers used to make large profits on | Disk Drive Sector Discussion Forum | | 01/17/2001 12:32:29 PM |
| Sarmad,
<i><<Still we need to explain why there are no seagate desktop drives i | Disk Drive Sector Discussion Forum | | 01/17/2001 07:09:05 AM |
| Gus,
I think Neff has slipped a widget. It must be that being so terribly wrong | Disk Drive Sector Discussion Forum | | 01/17/2001 06:41:30 AM |
| Sarmad,
<i><<And now with seagate gone private, the supply will only get tighte | Disk Drive Sector Discussion Forum | | 01/14/2001 07:30:42 PM |
| Yogi;
<i><<Compaq and Dell still strong in Asia?>></i>
I don't have the numb | Disk Drive Sector Discussion Forum | | 01/14/2001 07:52:34 AM |
| Hi Yogi;
<i><<. What is your catalyst for recovery in the pc sector?>></i>
S | Disk Drive Sector Discussion Forum | | 01/13/2001 09:28:33 PM |
| Sam,
<i><<A cutback in orders at HDD makes sense in light of their pending merg | Disk Drive Sector Discussion Forum | | 01/11/2001 05:49:42 PM |
| Sam,
Amen. I just heard some talk about cutback in orders at Quantum. The PC | Disk Drive Sector Discussion Forum | | 01/11/2001 05:15:44 PM |
| Guys;
How about an IT pool?
Best,
Stitch | Disk Drive Sector Discussion Forum | | 01/11/2001 10:09:39 AM |
| Joan;
<i><<The article did not address the US consumer, corporate and governmen | Read-Rite | | 12/19/2000 09:48:15 AM |
| Richard,
<i><<If the doo-doo does hit the fan again in SE-A, how do you see it | Read-Rite | | 12/16/2000 02:04:42 AM |
| Z;
<i><<Does this mean you find either CPq or Dell attractive at today's prices | Disk Drive Sector Discussion Forum | | 12/14/2000 06:21:42 PM |
| Zeev,
<i><<However, I would not "overstay" the welcome post the first or second | Read-Rite | | 12/14/2000 06:15:26 PM |
| Richard,
<i><<The massive covering could be construed as bullish long term - 12 | Read-Rite | | 12/09/2000 05:23:26 PM |
| Mark,
<i><<With PC growth slowing it hard to imagine new markets being strong | Disk Drive Sector Discussion Forum | | 12/09/2000 04:53:46 PM |
| Yogi;
<i><<I think a discussion on the relative performance of Seagate vs. Maxt | Disk Drive Sector Discussion Forum | | 11/08/2000 12:27:16 PM |
| Mark,
Lots of anecdotal stories out here as to a firming in pricing. It nice | Disk Drive Sector Discussion Forum | | 11/06/2000 11:11:12 PM |
| Mark;
<i><<It is just hard to imagine a market for larger densities. Or is it | Read-Rite | | 10/20/2000 12:55:26 AM |
| Yogi,
It was a strange conference and left a lot unsaid. The market reaction | Disk Drive Sector Discussion Forum | | 10/04/2000 12:21:25 PM |
| Gents,
I think I may be glad I didn't buy the IBM product. The following strike | Disk Drive Sector Discussion Forum | | 10/02/2000 05:06:28 PM |
| Hi Sam,
<i><<I was startled to read, <<MKE will exit over time and turn all man | Disk Drive Sector Discussion Forum | | 09/30/2000 11:59:52 AM |
| Z,
<i><<Stitch, Would love to hear any of the inside scoop on SEG like why no o | Disk Drive Sector Discussion Forum | | 09/30/2000 12:13:40 AM |
| Yogi,
<i><<Structural change is the big key. The DD companies have known for a | Disk Drive Sector Discussion Forum | | 09/29/2000 07:20:39 PM |
| Marty44,
<i><<Just to confirm your comments about the TDK flooding, have heard | Disk Drive Sector Discussion Forum | | 09/29/2000 12:02:30 PM |
| Sam;
"Just a little rumor-mongering here. Absolutely NO hard information. Ano | Disk Drive Sector Discussion Forum | | 09/23/2000 12:13:05 AM |
| Yogi,
<i><<Does it not bother you though, not as an investor but as one intimat | Disk Drive Sector Discussion Forum | | 09/22/2000 01:18:44 AM |
| Hi LT,
Yes, I was there today but in and out of meetings during most of the s | Disk Drive Sector Discussion Forum | | 09/20/2000 08:25:44 PM |
| Yogi;
<i><<Yeah, yeah yet another photonics play.>></i>
<i><<I don't know | Disk Drive Sector Discussion Forum | | 09/20/2000 08:17:07 PM |
| Hi Z,
<i><<Stitch, Did you pull the trigger on Komag? >></i>
Oh yes, on th | Disk Drive Sector Discussion Forum | | 09/19/2000 07:27:44 AM |
| Yogi, *OT*
<i><<The horror. The horror.>></i>
Yes, I always wondered why he | Disk Drive Sector Discussion Forum | | 09/08/2000 11:09:58 AM |
| Gents,
<i><<Stitch, are you getting into this maelstrom? It is not too late (g) | Disk Drive Sector Discussion Forum | | 09/08/2000 07:10:02 AM |
| Hi Robert,
Yes, I should have stuck to my guns. I even had subsequent advice | Disk Drive Sector Discussion Forum | | 09/07/2000 12:58:30 PM |
| Gents,
RDRT announced they will have a news conference tomorrow. They mention | Disk Drive Sector Discussion Forum | | 09/06/2000 07:59:11 PM |
| Gents,
Quite a neat little rally going in the DDX.
http://www2.marketwatch | Disk Drive Sector Discussion Forum | | 08/31/2000 07:17:53 PM |
| Gents,
Mark Wrote: <i><<Hate to say it, but looks like Stitch sold too soon,>>< | Disk Drive Sector Discussion Forum | | 08/25/2000 07:56:08 PM |
| Sam,
<i><<Man, those "shrewd" investors at the helm of our company butchered Al | Seagate Technology - Fundamentals | | 08/24/2000 10:42:34 AM |
| Yogi,
Thanks for the link, I will follow this one closely.
Best,
Stitch | Signals & Opinions | | 08/22/2000 09:54:48 PM |
| Just for the record guys I pulled the trigger on RDRT today. I may wind up regre | Disk Drive Sector Discussion Forum | | 08/21/2000 10:44:24 AM |
| Nice Call Yogi!
<i><<Anyway, the stock went to a daily chart standard buy signa | Western Digital (WDC) | | 08/20/2000 06:39:02 PM |
| Yogi et al;
<i><<Over 9 million shares of Readrite traded before noon. Pretty | Disk Drive Sector Discussion Forum | | 08/18/2000 09:52:15 PM |
| LT;
<i><<Are you suggesting we have another face-to-face reunion at DISKCON?>>< | Disk Drive Sector Discussion Forum | | 08/15/2000 07:05:18 AM |
| Hiya Fiberman,
<i><<He sure is glad as hell that he has found a good job with | Western Digital (WDC) | | 08/15/2000 06:43:56 AM |
| Tom,
<i><<What the root trouble actually is will be found in the physics of MR | Western Digital (WDC) | | 08/13/2000 07:40:18 PM |
| &_Son;
I could agree with you that Massingill has taken some vital steps to c | Western Digital (WDC) | | 08/11/2000 07:44:21 PM |
| Gents,(OT)
Hmmm...in the last three days there are posts from Mark O., Gus, R | Disk Drive Sector Discussion Forum | | 08/10/2000 09:54:10 PM |
Copyright © 1995-2013 Knight Sac Media. All rights reserved.
