Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

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To: Tom Simpson who wrote (9120)	4/19/2002 9:06:44 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 9256

Hi Tom, >> the disk drive sector has shrunk to a mere shadow of its former self. For sure. But the reduction of supply and competition is what makes it more attractive, right ? >> No one has mentioned it but I would think that IBM/Hitachi should be better seen in a Seagate context. OK. But that is a possible negative for Seagate in the short run. Until the joint venture falls flat on its face. But for a while they may wreak havoc by trying to steal market share from Seagate. Though I also don't think the JV has much chance of success. I've worked on two collaborations between a US co and its Japanese partner, and I think they don't work. The geographic distance is too big. The language barrier is too much. I think after a while this will turn out to be an outright sale to Hitachi. By the way, what's become of Finis Connor's chinese disk venture ? Did he flush $100m down the toilet again ?

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