Hi Allan,
Several comments on your remarks:
<<I regard IBM as the most dangerous, not only as a competitor on the market place, but by quenching an in-house demand, the open market ends up with a major OEM customer less.>>
You could fundamentally say the same about Fujitsu, the world's second largest supplier of computer systems. Further, both IBM and Fujitsu's advantage from having that built in demand as a base is significant. I will make one more remark. I had the iopportunity a couple of years ago to chat with several folks including Al Shugart who acknowledged that he saw his old alma mater as fileding the strongest competitive position.
<<QNTM's FE marketing mgr comments that the desk top DD biz represents too much of their biz, and that QNTM will be diversifying into other areas (or words to that effect)>>
My experience with FE's suggest that this fellow could mean anything, including the fact that the company cafeteria had recently introduced individual pizzas. I do not give much currency to FE's business comments.
<<(Can someone explain to me how to introduce links pls.)>>
Hehe, I had the same question. I thought it was some kind of HTML magic thing. Then I learned from an older hand that it was built in magic. Just listing the URL separated by spaces will do the trick.
<<Sorry for calling the DD a commodity, but that is how I see it.>>
No apology neccessary, it may not be listed next to pork bellys but margins and volumes suggest a similarity.
Best,
Stitch |
