Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.26

+3.5%

12:59 PM EST

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To: Mark Oliver who wrote (2638)	3/3/1998 6:37:00 PM
From: tom pope	Read Replies (1) of 9256

>>Are you going back into the "multiple expansion" theory which seems to have been the cause of all this problem?<< There was an "if" in there, Mark - I guess I should have bolded it. My point was that the drive makers are a potential oligopoly, like the domestic airlines. Agreed, they have a heck of a time sending and reading each other's signals. Thus the cyclical crashes that all agree visit death and destruction on the industry (and my 1997 profits) on a clockwork basis. Perhaps your point about the Koreans regarding storage as a strategic industry guarantees that the oligopoly will never be actualized. (Perhaps someone with good knowledge of the airline industry could comment whether the recent strength of the airline stocks is a result of the industry having consolidated to the point that we now have an effective oligopoly, with regional market near-monopolies in some areas?)

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