EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: Gus who wrote (15273)	9/15/2003 10:49:15 AM
From: Sam Citron	Read Replies (1) of 17183

Bill Watkins' "supply chain wars" comment in the piece you quoted earlier suggested that with recent consolidation, HDD suppliers have increased their bargaining power viz-a-viz drive companies. If true, that ought to improve prospects for suppliers. What factors entered into your decision to switch sectors?

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