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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 282.58+8.6%Feb 6 9:30 AM EST

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To: Dale Stempson who wrote (1644)11/26/1997 2:46:00 PM
From: Chuck Bleakney  Read Replies (1) of 9256
 
For what its worth, with all of South Korea's financial woes and what
the implications are for its industries, I would not expect any real
competition in the long haul from them. Their business model is likely to change significantly in a relatively short period of time and they'll be looking real hard at their current investments. Fledgeling industries with nothing to show but red ink for the forseeable future are likely to be the first to get the axe... They just aren't going to
have the money to do "business as usual".

Chuck
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