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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 236.39

-2.8%

Jan 23 9:30 AM EST

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To: Mark Adams who wrote (1873)	12/25/1997 12:11:00 PM
From: T Bowl	Read Replies (2) of 9256

Mark - <<With Seagate, IBM and Qauntum all making heads internally, there isn't much of a market left for RDRT and APM to compete for, is there?>> QNTM only about 15-20% internally. And losing $$ SEG 100% currently and looking to outsource 15-20% as they do with media. WDC - "We have no intention to get into the heads biz" Maxtor - 0% Samsung - 0% Fujitsu - ?Anyone have any idea what they do? IBM - 100%(Is this right?) todd

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