Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: Chuck Bleakney who wrote (1416)	11/6/1997 1:41:00 PM
From: Alan Casey	Read Replies (1) of 9256

First of all my apologies in advance to all the far more informed contributors to this thread; contributions which I very much value. However I have a couple of unrelated observations: I took my clone in to the largest local retailer, problem with the hard drive caused by my kids! I found it very interesting though that they changed the 2.1G B Bigfoot drive and substituted a Maxtor of the same size. They indicated that there have been problems with this and the 4.3GB drive from Quantum, and changed the drive to avoid future problems. I presume Quantum is taking these drives back. Is this ancedotal information an indication of a problem? Or did the retailer pull a fast one? Second subject:, It would appear to me that this industry is ripe for further consolidation. i.e.. low margins, economies of scale, major deep pocket players etc. I hold SEG in part because it is trading at less than twice book, and therefore in my mind rather cheap for high tech which writes off so much R & D. Am I dreaming? Are there better takeover candidates?

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