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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Iris Shih who wrote (22946)8/20/1999 7:39:00 AM
From: Clint E.  Read Replies (1) | Respond to of 69344
 
Hi Iris.

>>>>do you think most of the disk drive makers will go out of business?

Where did you get that? There could be more consolidation but they'll survive. Sort of like DRAM or passive components mfr(kmet).

>>>And what do you think about this?..Seagate Technology, today announced the shipment of the 1,000,000th Fibre Channel disc drive.

All they're saying is that they have a drive with fiber interface(instead of copper=SCSI) that can be employed within a SAN network. SEG is not a competitor to BRCD. They're just providing the storage component. I think ZOOX, CMNT, ANCR, & STK are the main competitors.

Clint