Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

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To: TEMFASSBAL who wrote (5897)	3/24/1999 8:48:00 AM
From: Sam	Read Replies (1) of 9256

Tim, This whole thing is bad for the independents, very bad. IBM just cherry-picks the best accounts, leaves the others to go scambling for business as they chortle into the sunset. Better to have a few great large customers than a lot of small ones. Makes fulfillment, tracking inventory easier. When IBM/Dell made their deal, I thought it was bad for MXTR and everyone, I said then that it signals a more aggressive IBM. I think this is just as bad. Only superficially does it affect only SEG. IBM created the drive industry, looks like Big Blue wants to reclaim it for itself.

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