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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (6541)	6/8/1999 9:11:00 PM
From: Mark Madden	Read Replies (1) \| Respond to of 9256

Sam, I think you found the answer. "We'll just sell some advertising that can't be erased, and load it on the drive to show up every time the computer starts up. The ads will rotate." Then the DD stocks can be priced like the Internet stocks. They won't need earnings they just need market share regardless of how much it costs them to pay the OEM's.

To: Sam who wrote (6541)	6/8/1999 10:48:00 PM
From: Z Analyzer	Respond to of 9256

<< The ads will rotate.>> Duh! Everything on the disk rotates.

To: Sam who wrote (6541)	6/9/1999 1:48:00 AM
From: La Traguhs	Read Replies (2) \| Respond to of 9256

<So is Fujitsu going to sell drives for $80? $70? Gee, I wish I could be in this business. > Well, let's just say that to compete in this end of the market they'll have to match Seagate's "U" series pricing which is reported to be able to get down to $70 - still at some profit I presume. But Fujitsu will be in the same predicament as Quantum, WD, Samsung and Maxtor. They don't have drives designed from the get go for the $70 OEM pricing structure. Remember, the only legitimate members of that club are Seagate and Conner - who starts shipping this month (to answer a prior question on this thread about Conner). Regards, LT