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Technology Stocks : Disk Drives - Buy When BLOOD is in the street
WDC 42.310.0%Jul 10 4:00 PM EDT

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To: Pierre-X who wrote (65)11/12/1997 2:07:00 PM
From: Sam Citron  Read Replies (1) of 93
 
Pierre,

Is there any way to conveniently track capacity expansion or upgrading in DD industry? Conversely, does capacity ever get shut in, or is it easy to convert say from making 2GB drives to 8 or 9GB? Do you expect to see any bankruptcies among weaker players before this down cycle is over, or will the weak merely be acquired by the strong?
What kind of lead time do you figure IBM may have on the new 10GB drive technology, and is it a brand new technology or merely a continuous incremental process improvement?

Mci,
SC
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