Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sarmad Y. Hermiz who wrote (7731)	1/7/2000 9:43:00 AM
From: Sam	Read Replies (1) \| Respond to of 9256

<<WD has the most presence in the retail shops. So my guess is that WD production is running at high volume already.>> Ain't necessarily so. An alternate explanation is that the OEMs won't take their wares, or at least not enough of them. The same thing happened to Maxtor when they first started coming back under Hyundai, no one trusted them. Took awhile to regain the trust. Yesterday or the day before (doesn't time fly when you're having fun?<g>), I reminded people of Steve Luzco's comment about this being a "price war". Well, here is a reminder of another equally important comment from an earlier CC, this time from Michael Brown: "It is the OEMs who in the last analysis determines market share." (Maybe not verbatim, but the sense is right.) In other words, manufacturing and forecasting execution is a necessary but not a sufficient condition for success in this business. s.