Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 162.04

+2.7%

10:49 AM EST

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To: Mark Oliver who wrote (7213)	10/14/1999 5:28:00 AM
From: Z Analyzer	Read Replies (1) of 9256

Anyone notice the way Luczo? danced around the question of when SEG would have 10 GB/platter drives? Does anyone share my suspicion that SEG is using profits in the high end to subsidize the low end while WDC dies? Maybe Samsung will give up the ghost also. That explanation makes more sense to me than believing that owning component suppliers is inherently more efficient. Perhaps all of SEG's profits from both the high end and from their internal component supply are going to fund the war. Their inevitable success and perhaps the brighter future tempt me to buy SEG and are keeping me away from HDD as much as I like the price. Will be interesting to see earnings. -Z

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