Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 172.26

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Dec 31 3:59 PM EST

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To: Ted The Technician who wrote (8352)	5/17/2000 8:58:00 AM
From: Yogi - Paul	Read Replies (1) of 9256

Ted, IBM dropped the ball big time (reference Gerstner's analyst meeting-- enterprise drive problems). I'm not as close as I've been in the past but I understand Fujitsu picked up the ball and possibly Seagate (that is nothing but 19th hole chatter) In light of Seagate's disk drive valuation saga, I wonder how one would value IBM's disk drive business? Positive note on VRTS this morning. Paul

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