SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : QUANTUM
QNTM 7.690-16.5%Dec 15 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Rational who wrote (5672)11/25/1997 1:35:00 PM
From: still learning  Read Replies (1) of 9124
 
Sankar/Dale/All: If QNTM bot WD, what would this do? Would it eliminate some of the overcapac? Would it hurt SEG, and clearly signify a 2 horse race at the high-end?

Or would it leave QNTM vulnerable and with lots of debt -- a situation that it just escaped?

And, somewhat separately, what do you think of the hypothesis that a few fringe players (maxtor, Samsung etc) can pierce the price bubble by competing aggressively for market share? Would a WD acquisition help enough by reducing splly, or would it mean that high fixed costs would force QNTM into the same mkt share at any price game?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News