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Technology Stocks : Seagate Technology
STX 277.65-3.6%Dec 17 4:00 PM EST
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To: MKL who wrote (4705)2/26/1998 9:46:00 PM
From: Sam  Read Replies (1) of 7841
 
Thanks for your thoughts. Aren't Hitachi and Fujitsu affected by the liquidity crisis in Japan/Asia? Won't they have to pull in their horns at some point? Granted that they are huge companies. But they also are diversified companies in many capital intensive, highly competitive areas. Are they really ready to duke it out in drives, an area where they aren't even close to number 1 or number 2? The same goes for Maxtor, although I think to an greater extent, since Korea Inc's problems are currently more intense that Japan Inc's problems.

But IBM is certainly a threat to reckon with. I don't know how to assess them.
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