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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 153.96+0.7%Nov 19 3:59 PM EST

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To: tom pope who wrote (1601)11/20/1997 11:44:00 AM
From: John Wang  Read Replies (1) of 9256
 
Tom: If Fujitsu thinks that they can gain HDD market share by selling with agressive price like laptop, they may have made a decision to try it. This may have come at the worst time when major box makers are going into BTO (build to order), which has combined to over fill the channel. This may take two additional quarters to ballance it.
John
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