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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 181.27

+0.9%

1:36 PM EST

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To: Robert Douglas who wrote (4163)	8/12/1998 8:04:00 PM
From: Stitch	Read Replies (4) of 9256

Robert, Conner is one of the world's great salesman. If the component suppliers think he has commits from Compaq and other OEMs, and a way to link the technology advantages together in a much cost reduced package without inflicting too much pain on them, then they will leap for it. At least they won't have to worry about being pummeled by an in-house vertical supplier. Sales channel controls and finished product design are enough value added would be the contention here. Though I am like you. In the long term I do not believe it is a viable strategy. But for now it is a horse race for a fast growing market segment and little else matters. (It will be interesting to me to see where they locate the factory for this one). If I were Conner I would eyeball existing infrastructure for a quick start. A deal with WDC and IBM???? Maybe??? Conner may be poking his head out of retirement to be a great one-shot broker.) Caution: latter comments the product of very far reaching and imaginitive ramblings. best, Stitch

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