Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 179.47

-1.1%

12:02 PM EST

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To: Robert Douglas who wrote (6736)	6/29/1999 12:13:00 PM
From: Z Analyzer	Read Replies (2) of 9256

<< More and more you are seeing agreements between manufacturers that allow for a reasonable profit in exchange for a steady supply of product. IBM has been quite visible in breaking the trail in this regard.>> I would be shocked if IBM's deals provided for a reasonable profit instead of preferential supply at world prices which provides no guarantee of profit. Only an die hard optimist could like the DD assembly business. In this business, the more things stay the same the more they stay the same. If it ain't proprieary or better than everyone else's, its a commodity and you get a world commodity price. RAM isn't low tech either, but its a terrible business. HTCH is the only company I know of in this entire industry with market share dominance, superior manufacturing skills and proprietary technology. QNTM has attraction as an asset play. -Z

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