Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 162.40

+2.9%

3:59 PM EST

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To: Sam who wrote (1536)	11/12/1997 1:38:00 PM
From: Xianming Liu	Read Replies (1) of 9256

Sam, Unlike US companies, Japanese & Korean companies face little pressure from their shareholders. Fujitsu has certainly taken advantage of strong dollar and weak yen to gain the market shares. Since Korean won has declined significantly agaist dollar too, I guess Maxtor and Samsung can also join the price cutting parties. When I see a 3.2 GB (11 ms & 512 K buffer) E-IDE drive is being sold for $174 a piece at Fry's Electronics in Los Angles, it tells me that worse time for disk drive stocks are ahead of us. The positive side is that Micropolis is being liquidated (i.e. one competitor is disappearing). If the down turn for the disk drive lasts for next few quarters, we may see JTS and STMD to drop out of the drive business.

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