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Technology Stocks : QUANTUM
QNTM 8.120-5.4%Dec 17 3:59 PM EST
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To: Stitch who wrote (6784)12/16/1997 7:35:00 PM
From: Kurthend  Read Replies (2) of 9124
 
Stich,
Do you know if Maxtor is vertically integrated (HDD). I am wondering if they are hell bent on building a HDD factory, who will supply the parts. In particular I am wondering about APM, RDRT, HMTT, and INVX. For example do you think INVX would benefit if the Maxtor factory in Dalien, China opens up and is not vertically integrated. INVX produces many of their lead wires in Thailand and China.

Thanks
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