Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+0.4%

3:59 PM EST

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To: Yogi - Paul who wrote (6490)	6/4/1999 5:39:00 PM
From: Frodo Baxter	Read Replies (3) of 9256

>That means local hard drives, local applications, local operating systems have to die. Who are you??? Scott McNealy? >My picks to croak, Qntm (the drive stub), MXTR, WDC. And how exactly are EMC and NTAP going to build their network storage boxes? With flash, DRAM, optical drives, etc.? Only one of the above listed needs to die, and the industry would lurch into heavy undersupply. And it's going to be the one that's the most undercapitalized. Guess who? I think the market recognized that. At the end of the day, the reaction to QNTM's problems were pretty muted. Surprising, since MXTR and WDC are pure play desktop drives.

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