Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 187.70

+9.0%

Jan 2 9:30 AM EST

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To: La Traguhs who wrote (8789)	10/1/2000 4:49:15 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 9256

LT, Thanks for all the insightful information. So once again events are happening in a logical manner. The barrier to entry in the DD business is getting higher, giving the companies that survived a chance to consolidate their position. DD supply is falling due to lack of sufficient incentive as everyone has been predicting for 3 years. Now we need demand to skyrocket as expected. A year ago Fugitsu was expected to quit the desktop market and concentrate on enterprise and 2.5 inch DD's. Is that still a viable rumor ? Didn't their top manger in the US resign recently ? Which was seen as a sign of reduction in desk-top development effort. Thanks again for your posts. Sarmad

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