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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 159.98-2.2%2:34 PM EST

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To: Henry W Singor who wrote (1412)11/6/1997 10:16:00 AM
From: Z Analyzer  Read Replies (1) of 9256
 
Henry, My concern is with what happens next summer. The Samsung entry and intention to compete on price combined with SEG's apparantly new attitude plus more IBM competition are what bother me. It is different than last year when three players had 80% of the market and couldn't meet demand.
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