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

To: Stitch who wrote (7340)	11/10/1999 8:58:00 PM
From: Sam	Read Replies (1) \| Respond to of 9256

Stitch, Yogi, Well, certainly you guys could be right about Fujitsu's motives. They may even like the diving prices, they may be Seagate's partner in all this for all we know. It was, after all, Fujitsu who two years ago surprised everyone with aggressive pricing and aerial density gains to gain share against the then "Big Three" as they were affectionately called by people on this board and in analyst circles. But something odd must be going on with Larry Sanders resigning. Though I don't know him from beans, he oversaw a big expansion in Fujitsu's drive business. I would guess he is an ambitious kind of guy. Unless he is tired of the grind (or has other "personal" reasons), I can't believe he would resign if they were planning a major push forward, surely he would want to be part of that. Fujitsu is a huge diversified company, they are in a lot of capital intensive businesses. They have recently announced that they are cutting down on their DRAM exposure, and retrofitting their factories to focus on producing flash memory. This is sensible for them. It may also be sensible to get out of the crowded desktop arena, and focus on the relatively saner and certainly more lucrative areas of 2.5 inch and enterprise drives. They could be smaller but more profitable. And, if recent projections that I have read are true, even the desktop may move to the 2.5 inch form factor in a few years, so this would be a way of focusing on the future. All high speculative. May be mush. s. EDIT: One more thing, speaking of refocusing and shifting investments: I sure am glad that I shifted money out of this sector and into the ECM sector last year. The only real regret I have is that I didn't just put all of it into the ECMs. I would be a lot richer today if I had. The guys at Fujitsu may be thinking along similar lines. Where should we invest more money for the next 3-5 years?

To: Stitch who wrote (7340)	11/11/1999 4:00:00 PM
From: Yogi - Paul	Read Replies (3) \| Respond to of 9256

Stitch, OT-- "The Prince" Yeah well, I just reread "The Prince" and it reminded me of the disk drive sector and technology investing in general--- Had to much time on my hands there for a few weeks <g>. Anyway-- "The Prince can be read in a different manner; as a manual for daily life and the maximization of opportunity. The mere notion that Machiavelli, a former servant to a Republican government who praises the role of principality, exemplifies his belief that adversity can be a blessing that has not been considered or planned. In The Prince, Machiavelli devotes special attention to the lives of Cesare Borgia and Pope Julius II; men who turned even the most trying circumstances into an opportunity to advance. With careful analysis of The Prince, from the perspective of personal actions, certain fundamental principles for living are revealed by Machiavelli. The most prominent theme which Machiavelli introduces, and it is the basis upon which he praises Pope Julius II and Cesare Borgia, is to create opportunity where none seems apparent. The first step to achieving the greatness of Borgia and Pope Julius II is to utilize foresight. Princes, according to Machiavelli, "have not only to watch out for present problems, but also for those in the future, and try diligently to avoid them" (84). Machiavelli analogizes Fortune to a river, a contemplative force that directs its path through weakness "where she knows that dikes and embankments are not constructed to hold her" (159). Because of this nature, a person who wants to dominate the circumstances instead of being ruled by them must look to see where the river has gone and predict where it will go next." "The Prince" should be required reading before anyone can open an investment account. Thanks, Laura-- titan.iwu.edu Paul