Pierre,
Here is an article that you will be interested in, RE: CeBIT, Intel and the future of the desktop:
exchange2000.com
As for SEG and Dragon: "Seagate's minority stake in Dragon is not now nor is it likely that it will ever be a significant contributor to their bottom line."
I don't know, the way they have been executing in drives, their stakes in independent companies and Seagate Software may the ONLY contributors to their bottom line.<g> Only another $3 or $4 billion to write off, at current valuations. Maybe soon they will morph into Dragon.
As for WDC as representative of the HDD industry: Well, despite WDC's obvious gains in the past few years (until last Q), QNTM is still the desktop leader in units sold and, I think, revenue. Perhaps there is other baggage to carry with them, and perhaps I am being unduly optimistic, but they still seem like the horse to ride. While Maxtor has been undoubtedly making gains, I am still suspicious until someone gets a look at their books. But if you want to play them, HMT may be one way to do it, although obviously not a perfect way.
Best,
Sam |
