Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 187.68

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Jan 2 3:59 PM EST

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To: Stitch who wrote (8435)	6/26/2000 11:00:00 AM
From: Sam	Read Replies (1) of 9256

Stitch, Somehow I find this hard to believe: "The company's disk drive operation has a vertically integrated business model and spends $3 billion in yearly R&D efforts." Three billion dollars would surely consume all of their revenue from DDs, if indeed they have only a 12% market share. I presume that #3 market share puts them behind Seagate and HDD, though I wonder where IBM would be ranked if this is true. If they are only counting merchant sales as opposed to internal consumption (which would account for IBM not being in the top three), is Maxtor's share less than the 12.3% claimed? There is some puff and fluff in someone's claims.

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