Seagate Technology Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Seagate Technology

STX 278.47

+1.0%

Nov 6 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: go_gatrz who wrote (7444)	7/31/2006 11:35:25 AM
From: after5cst	of 7841

I would agree, based on your numbers, that share gains by Hitachi seem to be pretty small. IMO, the reductions in 1" and 2.5" market share signal hard times ahead for Hitachi. They've enjoyed a near-monopoly in both markets for a while and I wonder if they're ready to actually compete in 2.5" (it's my opinion that 1" is largely dead and at best a tiny niche market going forward). I also wonder if their situation is difficult enough for them to consider a pricing war. If Hitachi is waging (or planning to wage) an aggressive price war, then the sector is really going to suffer. It's a worthwhile risk to consider in the overall picture. HD makers in the past have shown a remarkable disregard for history and the significant ills a price war creates for everyone. I'm really interested in Seagate's report when it comes. I doubt that -- regardless of how good it is -- it will give significant short-term help to the stock price. But I'm not really a short-term person, so that doesn't bother me: if the integration news is good, it will pay significant rewards to STX holders down-the-road. (Oh, and OT: I'm still on the Yahoo board, but mostly just for quick browsing since the fluff content is way up.)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next