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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 169.99

-2.4%

Nov 11 3:59 PM EST

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To: Stitch who wrote (6115)	4/23/1999 12:45:00 PM
From: La Traguhs	of 9256

Stitch, <<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.>> I wouldn't be counting Samsung out just yet. Even with the quality/technical problems at Dell (which I understand have been identified and corrected) they managed to grow units slightly this past quarter from 2.3 million (Q4 '99)to 2.5+ mln. (Capacity for them is 3 mln per quarter) Regarding Dell - Samsung was rated disk drive supplier "number 1" for Q4 '99 based on the Dell vendor evaluation metrics. What a difference a month can make when you screw up quality. They admit they have a long road to travel before getting back to a #1 position at Dell. They are also still aggressive on their product road map. I understand their 6.4 GB/platter is moving well in anticipation of a June product announcement. They are also putting together a "prototype" head manufacturing capability in Korea. They just keep banging away irritating a lot of folks like you Stitch. Good to hear from you again. Regards, LT

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