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


To: greedsgd_2000 who wrote (8169)3/26/2000 10:52:00 PM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 9256
 
>> How credible is MXTR plan to enter low to midsize NAS in a big way?

A very critical point and very much worth looking into. The nightmare scenario is that Maxtor will only manage to destroy profitability for the other NAS vendors without capturing any of their market cap. But the storage market is expanding so in the short term revenues will go up, and that is sufficient to send share prices to the moon. Also in the same quandry is WDC with its Connex product. I wish I knew how that is being received in the market.