QUANTUM Message Board - Msg: 2976000

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Technology Stocks : QUANTUM

QNTM 4.200

+7.1%

Feb 6 9:30 AM EST

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To: Rational who wrote (6668)	12/16/1997 6:34:00 AM
From: Alan Hume	Read Replies (1) of 9124

Hi Sankar, according to my understanding you have made an error in your posting: Maxtor I believe is owned by Hyundai, not Samsung. Can anyone confirm this??? A major threat is that Maxtor plan to open a DD factory in N.China in mid 98. This is going to give them a hell of a price advantage if they plan to ship to the US from there. Maybe they plan lowend drives for the local market, I don't know. I know that Micropolis went under recently, but I was not aware that Samsung picked up the pieces. Confirmation anyone??? The only light that I see in this tunnel is that these upstarts (excluding Fujitsu) may not be able to afford the R&D to stay technically competitive for very long Regards Alan

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