Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 158.94

+1.2%

1:16 PM EST

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To: Tom Simpson who wrote (8116)	3/18/2000 11:17:00 AM
From: Z Analyzer	Read Replies (1) of 9256

<<But perhaps the real question that remains is whether WDC, Quantum, Maxtor, and Samsung can afford NOT to support TWO major independents. >> Its not really a question of how many independents. Just a question of how many players. Perhaps even better for the virtual companies if captive head suppliers have deeper pockets to reach into to fund their losses. By the way. A short decent period for drives (and still very modest profits) and Conner has found funding. Initial capacilty is low but the facility is large enough to impact the market meaningfully. -Z

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