Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

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To: Sam who wrote (1615)	11/23/1997 6:48:00 PM
From: Mark Oliver	Read Replies (3) of 9256

Yes, it doesn't seem to make sense for Samsung to go after this business when they have so many other irons in the fire, but when you think they now buy a large portion of drives for use with their Acer computer line, maybe it makes sense to produce some of these drives internally. If you subscribe to the vertical integration theory for drive makers, why not for PC makers? Maxtor has been a pretty successful story for Hyundai, or so it appears from the outside. I think if you look at a PC mag and see how many companies use Maxtor, it's not a failure. In the end, is it technical edge which drives these guys, or manufacturing skill? If IBM supplies the heads, what would stop them from having a pretty solid offer? Well, it's not a pretty picture of strong competition in a commodity market. The fact that they are having these financial troubles are a temporing factor. Regards, Mark

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