Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 199.91

-8.9%

Jan 7 3:59 PM EST

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To: Stitch who wrote (8435)	6/26/2000 11:17:00 AM
From: Mark Madden	Read Replies (2) of 9256

Stitch - Fujitsu topping Maxtor is kind of surprising to me. I guess I just do not see that much of Fujitsu in the US retail market. I'm sure their world wide enterprise business is booming and their non computer ventures are growing fast. Maxtor is almost all desktop. <The company's disk drive operation has a vertically integrated business model > Do they manufacture their own heads? If so who does MKE/SAE sell to? Just Quantum? The head business is still a mystery to me. Regards, Mark

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