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Technology Stocks : IMSX - International Manufacturing Services

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To: unregmarket who wrote (12)1/1/1998 11:57:00 PM
From: Mark[ox5]  Read Replies (1) of 69
 
Just started looking into this stock..

According to Motley Fool Profile : "The company
was formed as a subsidiary of hard disk drive maker Maxtor, which
owns almost 23% of the company and accounts for about 50% of
sales. "

Isn't anyone concerned that 50% of sales are to 1 "customer" (customer in quotes because their main customer is part owner). Seeing as Mactor is part owner the concern isnt that Maxtor will stop buying, but instead if you bet on IMSX you are basically betting on Maxtor;s health as well... and seeing the results of Seagate, Western Digital and even Quantum, this is a very cutthroat industry to place bets on. Just wondering your opinions on this subject.. thanx.

Mark
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