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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 140.22

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To: shane forbes who wrote (3126)	4/29/1998 11:42:00 AM
From: Sam	Read Replies (1) of 9256

Shane, Thanks for posting the TrendFocus article. They say "Fujitsu, Maxtor, Toshiba, Hitachi, and Samsung are all investing heavily and are challenging U.S. dominance across the product spectrum. Since 1994, there has been a four-fold increase in non-U.S. market share.'' TRENDFOCUS anticipates that non-U.S. vendors will continue to increase output to boost share and generate sustained market momentum." I wonder if a year ago they were predicting (along with most of the rest of our experts) that Asian growth would continue to range from the high single digits to low double digits through Y2K and beyond. Obviously, I don't believe their prediction. These guys don't have cheap cheap money any more. I also don't think that they will allowed to simply target market share with razor thin margins any more. They will have to rethink their business model, as banks won't just shut their eyes and finance more "tallest buildings in the world", as they have in the past. We'll see. Sam

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