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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 160.11+5.2%3:59 PM EST

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To: Gus who wrote (1384)10/31/1997 12:28:00 PM
From: Z Analyzer  Read Replies (1) of 9256
 
Has Seagate given any indication in the last two months that they will not destroy the pricing restraint which all the drive companies had previously supported? The last conference call was anything but reassuring in this respect. Would not want to be in WDC after the strong Dec quarter if SEG plans to be aggressive considering that their vertical integration and higher areal densities could give them a big cost advantage in the March quarter.
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