Maxtor (MXTR) 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 : Maxtor (MXTR)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dale Baker who wrote (129)	3/4/1999 4:56:00 PM
From: fiberman	Read Replies (2) of 467

< And what if IBM is using MXTR drives for their low-end machines? How does DELL getting IBM's high-end business affect MXTR if (presumably) DELL will be turning to IBM for servers and workstations and not consumer PC's? > Who cares if MXTR holds on to the cheap PC drives, and sub zero segment? Nobody is making money in that area. Most probably they are attaching a $5 bill to every drive which they ship to this market segment. Also this market will be controled by Conner Technology which is ramping up real quick with good supplier relationship in China. They will capture the sub zero market within the next 12 to 18 months. The real money is being made in the Enterprise region. Now that MXTR's business will be taken over by IBM, MXTR will have one hell of a time coming up with customers and programs to maitain their profit margin as last quarter. They have a tall order in fron of them. Man, this PC business is dog eat dog business. These box makers change for any reason. Talking about comoddity business. Hard drives should be in the same catagory as DRAMs the way we are going.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next