Disk Drive Sector Discussion Forum Message Board

STOCKTALK

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 260.26

-3.4%

Feb 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam who wrote (7332)	11/10/1999 3:23:00 PM
From: Yogi - Paul	Read Replies (1) of 9256

Sam, <<My favorite speculation right now has Fujitsu and WDC exiting the desktop, and Seagate buying Maxtor for $2-2.5 billion after they (SEG) get their stock price up to the 50s or 60s. This would help the supply/demand balance immeasurably, and would restore some health to the sector ...>> Looked at another way, aren't the Yamamoto comments something of a threat to Seagate? Along the lines of--- "If you continue to slash prices at desktop, we will ramp up capacity and slash prices at enterprise? Pointing out the constraint on capacity makes me curious about Fujitsu's motives. If Seagate is, in fact, behind the curve on GMR and if Readrite is, in fact, ahead of the curve and Fujitsu is constrained by supply of heads--- would Fujitsu be interested in capturing RDRTs head supply and denying same to Seagate if Seagate doesn't lay off on desktop pricing? I'm just free-associating here but completely suspicious of Fujitsu's motivations or, perhaps, Munson's interpretations. I don't know--- educate me, Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next