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Technology Stocks : Full Disclosure Trading

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To: Sarmad Y. Hermiz who wrote (6788)9/9/2003 11:46:19 PM
From: Sam Citron  Read Replies (1) of 13403
 
OT The only reason the Japanese companies dominate mobile drives is that the customers are captive divisions

I guess it helps that Toshiba makes lots of notebook computers. I didn't realize that Hitachi makes that many. Of course Dell makes a ton of them. It certainly looks like Dell made the right choice in rejecting vertical integration. But they wrote the book on supply chain management.
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