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Technology Stocks : QUANTUM
QNTM 10.70+20.0%3:59 PM EST
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To: Stitch who wrote (7080)1/18/1998 10:36:00 AM
From: Z Analyzer  Read Replies (1) of 9124
 
Any feel for whether sourcing will alter the competitveness among the DD companies. According to one article, SEG has six component sites in Thailand with 43,500 people and and three manufacturing sites in Malaysia with 24,700 people. Big cutbacks came in Singapore. Seems like SEG will benefit greatly from the devaluations. Obviously Maxtor will also, esp if components also sourced heavily in Korea. Any feel for the others?
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