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

To: Robert Douglas who wrote (7535)	12/13/1999 10:54:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

I'd like to see some company throw a little excitement into the sector. Does anyone every wonder what would happen if a supplier of 70+% of the drives were to be purchased by one of the big players? Then, heaven forbid they might threaten supply of said essential component? Sort of an anti-trust kind of thing, but it seems the attitude is that anyone can do anything, so how can any company be too important to be bought? Yes, a little silly speculation. I'd like to see Maxtor buy Hutchinson and then close down supply of TSA to the market. Just for fun to see what would happen. Regards, Mark

To: Robert Douglas who wrote (7535)	12/13/1999 10:58:00 AM
From: Kevin Linder	Respond to of 9256

Robert - My thinking lately has turned along the lines that consolidation isn't needed at the drive levels, but at the component maker levels. Assembly lines are easy to make and there always seems to be someone who says "I can do it better than...." So we will see what happens and if that is the case, the vertical integration model will stand out even better IMHO. Kevin Linder