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Strategies & Market Trends : Sharck Soup

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To: GREENLAW4-7 who wrote (33534)	8/25/2001 8:22:40 AM
From: GREENLAW4-7	Read Replies (2) of 37746

ANYONE REMEMBER KOMAG or WESTERN DIGITAL, or IOMEGA? Take a look at the history of DISK DRIVE's and what the net effect of OVER CAPACITY w/ shrinking utilization can do to a particular segment of technology! I love when I hear folks say, but chips are different they are in everything! Look here chips are a commodity plain and simple. The more you produce w/ less utilization the less valuble they become! Disk-Drive makers were like the hottest thing since slice bread!! They actually started the rally from late 1994 to 1998. Unfortunatly because of their OWN GREED of over production they are just about worth less made then they are to make! Tell me why nooone talks about KOMAG, WESTERN DIGITAL, IOMEGA, these were the FUTURE!

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