Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 290.23

+7.4%

Feb 3 3:59 PM EST

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To: Sam who wrote (1744)	12/11/1997 12:48:00 PM
From: Think4Yourself	Read Replies (1) of 9256

Sam, my understanding from articles I have read, is that it is mostly the Koreans who are dumping. These are Samsung and Hyundai (Maxtor) (God, who'd want ANYTHING built by Hyundai?) These companies are in MAJOR financial trouble right now, due to their semiconductor plants (floor has dropped out of memory market) and the tight monetary policy restricting funds access. They may be irrational but they are not stupid. They will try to protect a 1.6 BILLION fab investment long before they will worry about a 20-40 Million DD factory. Since it is now clear that most of the US DD manufacturers are going to pull through with only a few bruises, what would you do in their shoes? Same applies to the Japanese. My $.015 worth (Deflation) Ken

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