Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 276.25

-0.8%

9:40 AM EST

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To: Pierre-X who wrote (2206)	1/12/1998 9:21:00 PM
From: Z Analyzer	Read Replies (1) of 9256

<<So based on this fuzzy logic my top contenders for capitulation (or ongoing bare survival at a sad subsistence level like MLIS for the period leading up to their eventual towel-chucking) are: 1. Samsung (30% probability) 2. NEC (25%) 3. Western Digital (20%) 4. Quantum (20%) So whaddy'all think?>> How about zero for Quantum and WDC. That would be like GM getting out of the car business in difficult times. I think we have to hope for Samsung to pull out and Maxtor's creditors to pulll the plug on the China expansion. But our best hope is probably restraint by the big four while low cost PCs help the industry grow into its capacity.

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