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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST

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To: Gus who wrote (15268)9/12/2003 1:36:29 PM
From: Sam Citron  Read Replies (1) of 17183
 
Gus,

I noticed that the title of that piece was a question: Bright future for disk-drive industry?

excerpt:
There's less competition in the drive business, but a new challenge, said Bill Watkins, president of Seagate Technology. Watkins said drive companies used to be able to pit component suppliers against each other to squeeze out a lower price. With fewer suppliers surviving, drive makers now need to consider forging strategic alliances with suppliers, according to Watkins. "We're going to be in supply chain wars," he said.

Are you sure "Y'all can safely assume that y'all won't have the disk drive industry to kick around anymore"?

If so, what are you buying?

Sam
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