Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 173.61

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12:23 PM EST

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To: Sam who wrote (6506)	6/6/1999 9:28:00 AM
From: Z Analyzer	Read Replies (1) of 9256

<<SEG has shaved costs so much on their U4 apparently that they are beating everyone. >> Is it really credible that u-4 is such a low cost drive or is it just SEG's vertical integration. You have to wonder if they're earning an acceptable return on their companont supply or using world transfer prices which are so low all the suppliers are going broke. -Z

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