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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 157.75+1.5%3:59 PM EST

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To: Mark Oliver who wrote (5919)3/26/1999 6:17:00 AM
From: Mark Oliver  Read Replies (2) of 9256
 
Continuing speculation. What if Hutchinson had expected a big order from a single customer for a new program only to find this customer had fallen into a realignment of their own?

Here's a WAG. IBM has decided to seriously cut back on PC production to instead focus on component sales. How much money can they loose trying to keep the IBM name on the desktop?

Message 8513442

If IBM were to exit the PC market, who would pick up the slack? Maybe a partner like Dell?

Just food for thought.

Regards,

Mark
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