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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: Stitch who wrote (6115)	4/23/1999 9:23:00 AM
From: Sam	Read Replies (2) of 9256

Stitch, "What they aren't telling you in their CCs is that Samsung has been disqualified at virtually all their OEM due to a problem with something called stiction-friction. There has been some resulting channel stuffing at incredible prices. What I can't figure is why that should have that much affect on asp if most drives are shipped OEM." It shows how little leverage the DD vendors with the big OEMs. It may (emphasize "may" here) also be a ripple effect of IBM's pacts with EMC and Dell. DD vendors have to protect themselves against an aggressive IBM. They also have to help out the faltering CPQ mammouth, a major customer for all of them, as LK has pointed out, not to mention making sure that Finis doesn't repeat his earlier feat of growing a billion dollar company in just a couple of years. I have no doubt doubt that SEG and QNTM would prefer that he go down the JTS trail this time around. "Further, I would like to know what SEGs new distribution program will do to Sasung's efforts to sell off into distribution. I hope this is Samsung's DD death knell." Amen. Price wars happen when it is in someone's interest for them to happen. Eliminating Samsung and possibly WDC, as well as perhaps weakening Fujitsu could be strategic goals here. Just speculating. Sam P.S. Good to hear from you again!

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