Western Digital (WDC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Western Digital (WDC)

WDC 290.00

+6.0%

11:24 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gus who wrote (9700)	7/30/1998 6:32:00 AM
From: Stitch	Read Replies (2) of 11057

Gus, Actually I am kind of persuaded that the cost-of-entry barrier isn't all that great for drive making, for the very reason you infer. The really BIG casino is making heads and media. I wonder how many sputtering systems Finis Conner has on order? Insofar as designing and assembling a disk drive, I would guess the investement is not any larger then comparably sized enterprises in much less technical businesses. Another reason I believe that heads and media represent the real fulcrum in this market and that some level of vertical integration is important. I think you share that assertion if I recall. Best, Stitch

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next