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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 168.90

+4.9%

Dec 5 9:30 AM EST

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To: Sam who wrote (2507)	2/20/1998 8:02:00 PM
From: Frodo Baxter	Read Replies (1) of 9256

>(although I am personally suspicious of Maxtor; I will believe that they are for real after they've made a successful product transition or two) I dunno. Today, I spotted a CompUSA circular. Ya know what they were advertising? Maxtor 11.5! A new generation every four months. That's DAMN impressive. >(That is why I am not that unhappy about pricing pressures right now--if it had to happen at all--and why I think it makes some perverse sense, taking a long range view of the industry from the point of view of SEG, QNTM and WDC. They do not want to compete against a "country-run company", as it were.) As you know, I've always contended that it was SEG's irrational obstinance over their market share that caused this imbalance, and NOT some foreign dumper. >WDC buying Maxtor Too much leverage. No benefit to Maxtor. But if forced to speculate, how about SEG buying Maxtor? Then SEG can write-off their bleeding desktop ops and Wall St. will raise nary an eyebrow. Yeah, I know... been there, done that. But if SEG doesn't do something quick, they could lose the pole position in revs as early as this quarter.

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