Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 179.56

+0.7%

Dec 24 12:59 PM EST

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To: Stitch who wrote (4140)	8/11/1998 6:57:00 PM
From: Yogi - Paul	Read Replies (3) of 9256

<Wonder no more. The scuttlebutt is that it is, once again, Compaq.> Really? Why? The theory has been that the box makers have pressured the existing drive makers' margins to the point of mass suicide. Now Compaq wants to finance another victim? Things are rarely as they seem. What benefit does Compaq get from this investment that they are not already getting as the leading unit consumer of disk drives? Shaking my head in amazement, Yogi

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