Mark,
In their release on exiting the enterprise drive business, WDC said it represented about 11% of their $2.8 million revenue, or about $300 million to be divied up among the other players. The field appears to be left primarily to SEG, IBM, HDD and Fujitsu now. I don't think that there are any other players with significant market share in that segment.
Now if Fujitsu would make their much anticipated (by me, at any rate) announcement that they are exiting the desktop business, we might actually make some money in this sector at long last.
sam
P.S. One of the posters on the WDC thread said that they were exiting the hard drive business entirely and becoming a "software, storage, service business". If only it were so! Of course, the really funny thing about that is--if they actually did that, they might actually get a much higher stock price even if their revenues took a dive! |
