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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Justa Werkenstiff who wrote (6817)7/16/1999 10:51:00 AM
From: Sam  Read Replies (1) | Respond to of 15132
 
Justa,
I have posted some notes on SEG's CC on the Disk Drive thread: Message 10535233. I'd be interested to hear opinions on some of the issues raised there, in particular SEG's claim that vertical integration is necessary in order to be a successful vendor of drives today (that, of course, distinguishes them from all of the other independents).

Also, here is Andy Neff's (of Bear Stearns) take on them:
Message 10534314

Regards,
Sam