Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.00

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Nov 7 9:30 AM EST

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To: Z Analyzer who wrote (6516)	6/6/1999 11:36:00 AM
From: Sam	Read Replies (2) of 9256

<<Is it really credible that u-4 is such a low cost drive or is it just SEG's vertical integration.>> Well, yes of course, I'm sure that they would say that vertical integration is key here. In fact, they have repeatedly said as much in their CCs, that they can't see how a company can be successful in the low end market without vertical integration. Perhaps this is what they were talking about then, and they are approaching now their goal stated then. If their thesis is true, though, where does that leave Finis Conner, whose model is diametrically opposed to theirs, but is aiming at the same low-end market? Maybe if LT is reading this, he can address that, he seems to be on top of what Conner has been up to. Doesnt SEG have a U-8 slated to come out soon?

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