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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 241.92+8.5%Jan 21 3:59 PM EST
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To: Gus who wrote (1988)1/2/1998 2:36:00 PM
From: Stitch  Read Replies (3) of 9256
 
Hi Gus, Thanks for the great (as usual) post. You said:
<I'd be interested in hearing your thoughts about where consolidation is most likely to take place.>

Thats a BIG question and is probably being asked in a few boardrooms as well as among investors. One item on the thread recently noted that some 15 or 16 players were all vying for the 20% of the market that the big four don't have. Let me try and answer this way. I don't see one of the big players leaving or being bought. Certain players today are a no brainer to me. I dont expect to see JTS survive the year for example. And I don't see viability in STMD's plan. In general I expect to see some consolidation moves from the media sector this year. In addition to STMD there is a Taiwanese Co. called Trace Magnetics that I don't think is very healthy. In heads you just got to look at who you think is the weakest, and I guess that is APM. But I don't think we will see that happen this year. I have called out some specifics but in general I expect to see consolidation in all three main sectors.

With ref. to KR Precision, I do not know of any difficulty they face that others in the same business also face right now. I wouldnt be surprised if they had encountered backlog mushiness. What have you heard?

Best,
Stitch
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