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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 157.11-5.4%Nov 13 3:59 PM EST
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To: Frodo Baxter who wrote (6565)6/14/1999 12:19:00 PM
From: Z Analyzer  Read Replies (1) of 9256
 
<<After two failed attempts at price signaling through price increases, Quantum, the
Saudi Arabia of desktop drives, has been slashing prices aggressively. Not only that,
they have recently flooded the channel. >>
Not to mention the talk on the conference call that they had slashed production and thought all players would act responsibly. Didn't they learn anything from the last two years! Its a battle to the death of one or more particpants. Foolish to forego any business which yields incremental profit and speeds the demise of the competition. -Z
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