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

To: La Traguhs who wrote (6550)6/9/1999 3:57:00 AM
From: Z Analyzer  Read Replies (1) | Respond to of 9256
 
I imagine Conner is going directly against U-4 withot the benefit of vertical integration. If Conner is shipping dollars with every drive, their initial capital won't go far. Could be a race with WDC.



To: La Traguhs who wrote (6550)6/9/1999 8:32:00 PM
From: Sam  Read Replies (1) | Respond to of 9256
 
LT,
I take it that Conner is shipping to CPQ? Is this part of the reason for QNTM's shortfall, that CPQ cut back on Bigfoot orders to accommodate their partner?


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