Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Mark Oliver who wrote (1616)	11/23/1997 7:15:00 PM
From: Frodo Baxter	Read Replies (1) 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. Acer is Acer. Samsung owns AST. >If you subscribe to the vertical integration theory for drive makers, why not for PC makers? Uh... because vertical integration doesn't work? Packard Bell, AST, Maxtor, Micropolis... they were turkeys when they got bought out; they're bigger turkeys now. When will people learn, you don't buy tech because they're cheap. The only cheap tech is dead tech.

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