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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Yogi - Paul who wrote (8961)	1/11/2001 11:49:47 PM
From: CPAMarty	Read Replies (1) of 9256

Perhaps any slow down in unit growth for hard drives will be more than offset by a better pricing environment after the HDD/MXTR merger. It is in SEG's best interests to end the price war; they will want to show consistent profits when they take the company public again. WDC has no choice, a continuation of the price war will break them. It is possible that new trends will emerge that will lessen the impact of the PC slow down, i.e. hard drives in televisions, etc. There is always the possibility that MXTR will move up the food chain with its NAS products (hope springs eternal) Speaking of trends, here is a link to information on same. davisconsultantsasia.homestead.com

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