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Technology Stocks : Maxtor (MXTR)

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To: DavidCG who wrote (126)3/4/1999 4:10:00 PM
From: Sam  Read Replies (5) of 467
 
Maybe not being "replaced", but DELL is being given "incentives" to buy from IBM in the future. Which means that current programs may be it. This is not news that can be sugar coated, it is bad for MXTR, it is bad for SEG, for QNTM, and, perhaps especially, for WDC, since the latter is the shakiest of the big vendors. It also signals that IBM is becoming yet more aggressive in the merchant market. It means that business for the other big PC vendors will become even more competitive as people try to maintain market share and production lines.
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