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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 166.03-2.3%3:59 PM EST
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To: Gus who wrote (8122)3/20/2000 1:38:00 PM
From: Tom Simpson  Read Replies (2) of 9256
 
<<...but RDRT has clearly demonstrated that it is a tactically-oriented company with a poor sense of the strategic big picture....>>

And to this I must confess a distinct bias, having had some prior contact with RDRT management folk in Thailand in mid-90's. A more dufas bunch I've not encountered <g>.

Discounting RDRT as I do, with little Headway swallowed up, we are left with TDK as the last one standing. It would seem to lead towards a situation where Tom, Dick, and Harry only exist at the sufferance of SEG, IBM, and Fujitsu :o)

Best Regards.....Tom

PS...got any light to shed on just how SEG makes it on such low density drives?
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