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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 187.88

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3:59 PM EST

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To: Stitch who wrote (7428)	11/27/1999 5:10:00 PM
From: Sam	of 9256

Stitch, Another lesson of history in today's Barron's editoral page from Thomas Donlan. He cites John Keegan's book on WWI, that maintains that the German general Schlieffen presented a plan to the Kaiser which claimed that they could take Paris, when the general himself and members of his staff that created the plan knew that logistically the plan couldn't be executed successfully, the technology just wasn't there. They presented it because they thought that that was what he wanted to hear. But the Kaiser just took their word for it instead of looking into it, and WWI and millions of deaths was launched as a result, not to mention all of the other tragic consequences of that Great War that people marched and whistled into with such naive hopes. The lesson that Donlan draws is "Far too many business plans and marketing strategies are designed to obscure the certainty of failure rather than to produce success." Now whether this lesson is an apt one for the current price war or, for that matter, for being vertically integrated in the disk drive envirvonment, I'll leave for the thread to decide. Hope everyone had a nice holiday. sam

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