SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Disk Drive Sector Discussion Forum
WDC 163.58+0.2%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Z Analyzer who wrote (6689)6/23/1999 8:58:00 AM
From: CPAMarty  Read Replies (1) of 9256
 
However, if we continue to receive press like this and people look
for the beneficiaries of this trend, i believe the list will be short.

Care to mention any names?

The drive guys will simply add capacity and foul the market again
Certainly the management of this industry must be highly motivated at this point to put a stop to the price wars. Consolidation is one answer. I think that MXTR would greatly enhance the value of QNTM's HDD leg of its tracking stock. Are you listening Mr. Brown?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext