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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 160.21

+2.9%

1:10 PM EST

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To: Z Analyzer who wrote (2530)	2/23/1998 8:00:00 PM
From: Mark Oliver	Read Replies (1) of 9256

<Not so . Manufacturing costs would drop. Notic eSeagate not cuttin g manufacturing in Thailand and Malaysia as opposed to the countries with stronger currencies. Also, companies go into China to have acess to that market for thier products.> I agree, I just question the timing. If China is poised on a currency breakdown, your investment could loose +40% in a day. Granted, long term players would not want to think about short term events (but +40%....) and they would use some hedging mechanism to cover some risk. Still, the whole market seems to warrant caution when investing in new production, or are we missing something? Is there really a good reason to establish state of the art wafer fabs in China now? I see no advantage for a head supplier to have access to China's market. Do you see a migration by any head manufacturer to 8 in wafers, and would this give anyone a significant cost advantage? I had read most of Read Rite's production was still on 4 inch wafers. Regards, Mark

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