Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 166.10

-2.3%

Nov 12 3:59 PM EST

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To: Tom Simpson who wrote (8116)	3/20/2000 3:33:00 AM
From: Gus	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. How about this: Can the two major head independents afford to continue supporting WDC, Quantum, Maxtor, Samsung AND every Tom, Dick and Harry who wants to be in the disk drive industry? <g> The case for RDRT and TDK/SAE as VERY profitable and thriving suppliers to a very LIMITED number of disk drive players (including the vertically integrated players like SEG, Fujitsu and even IBM) should be fairly self-evident, but RDRT has clearly demonstrated that it is a tactically-oriented company with a poor sense of the strategic big picture (see botched APM-RDRT merger) while TDK/SAE has a uniquely Japanese cross-ownership structure (e.g. Matsushita owns about 30-40% of TDK and 100% of MKE, Quantum's contract manufacturer) that limits its options in ways difficult to fathom.

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