Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.91

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1:33 PM EST

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To: CPAMarty who wrote (6690)	6/23/1999 9:49:00 AM
From: Z Analyzer	Read Replies (2) of 9256

<<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?>> Economic theory will tell you that in a competitive , commodity situation no one player has the power to make any lasting changes. I think you're dreaming about QNTM acquiring MXTR. It doesn't fit their model at all and is probably prohibited by their agreement with MKE, their exclusive manufacturer. It probably wouldn't make a lasting change anyway just as SEG's Conner acquisition didn't help for long. -Z

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