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Technology Stocks : QUANTUM

QNTM 7.240

+3.3%

Jan 5 3:59 PM EST

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To: Gus who wrote (5013)	11/14/1997 8:41:00 PM
From: Pierre-X	of 9124

Re: DD Capacity, Growth, Asian Players Excellent post. We need more like this. You said: >I read an interesting article in the Singapore Business Times where >an industry observer remarked that there may be room for 3 or 4 >players in the enterprise segment, which only accounts for about 25% >of the total DD industry, in unit terms. Do you have a URL for that article? Do you find generally the Singapore Business Times a good source of info? You said: >The fact of the matter is that there is just too much capacity in >the system, with more coming online. Do you have evidence to support the overcapacity contention? I believe this is true, and am collecting indications to build into an industry model. You said: >Maxtor, Fujitsu, Samsung and the others have to cross the 10-12% >market share threshold before they can make any money. Do you have evidence to support this contention? You said: >the commodity desktop segment where low cost is paramount, the range >of innovation and differentiation is relatively narrow, and the >drives are of relatively similar quality and reliability. I agree strongly. Ciao, Pierre

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