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

To: Tom Simpson who wrote (8109)	3/17/2000 3:48:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

Tom, That nicely sums up part of the the dilemna of the component suppliers. The other part, I believe is the greater success of the Japanese suppliers. -Z

To: Tom Simpson who wrote (8109)	3/17/2000 8:42:00 PM
From: Stitch	Read Replies (1) \| Respond to of 9256

Tom, <<Its really quite remarkable that so far only APM has failed to survive>> Interesting spread sheet that you uncovered from the Quantum archives, thanks. As to survival I guess we have to note that attrition comes in many forms. APM's BK, Seagate's headcount, Yamaha/Hitachi/Samsung's retreat (from the head business), TDK's acquisition of Headway, are all forms of sector downsizing. I guess the question that remains is whether the market can support two major independents (RDRT and TDK). I still say that bandwidth is the ultimate key. Whether its a set top box hooked to a cable or a huge disk farm hooked to the backbone, bandwidth is required to enable most of the applications that will drive the "new economy". Best, Stitch