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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (3190)	6/26/1999 6:38:00 PM
From: Mike Buckley	Respond to of 54805

Tony, Thanks for the clarification about storage too. --Mike Buckley

To: Tony Viola who wrote (3190)	6/26/1999 6:44:00 PM
From: Uncle Frank	Respond to of 54805

Hi, Tony. Don't worry about Mike, Tony; my wife agrees with you about IBM so you must be right. She's Irish, like your frau, and she's only been wrong once; she decided I'd be trainable <g>. Frank btw, how does a late morning Tuesday presentation followed by lunch sound? My marketing guy is jazzed.

To: Tony Viola who wrote (3190)	6/26/1999 6:44:00 PM
From: JRH	Respond to of 54805

In small, would that be individual hard drives, made by IBM, Seagate, Fujitsu, Western Digital, etc.? What about server-class HDD's? I think IBM is pretty strong there, although they do have some good competition in Seagate.... Speaking of IBM Storage, I read yesterday that they are eliminating 1100 jobs in San Jose's SSD Division due to restructuring... Justin (Ex IBM SSD'er ;o)