SI
SI
discoversearch

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 : Seagate Technology
STX 262.56-7.3%Nov 13 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: William Epstein who wrote (7191)4/3/1999 2:26:00 PM
From: Donald B. Fuller  Read Replies (1) of 7841
 
Isn't SEG one of the few completely vertically integrated DD makers? If so, if they are executing, it is possible that companies such as KMAG are hurting precisely because bigger companies such as SEG (and IBM) exist, no?

I think that little companies perishing at the hands of bigger companies may be taken out of context and misconstrued as "their industry is declining" when in fact, nothing of the sort is happening.

Don
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext