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Technology Stocks : Quantum Disk Drives (HDD)
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To: Gottfried who wrote (124)7/25/2000 10:08:09 PM
From: Mark Adams  Read Replies (1) of 179
 
TI is now the bottleneck on enterprise class drives. More interesting, HDD's build plan covers their backlog only, the way I understood it.

In the HDD conf call, they mentioned that cutthroat pricing going forward may be limited by balance sheet strength of the competition. I doubt they were talking about Seagate or Fujitsu.
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