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


To: Ted The Technician who wrote (8352)5/17/2000 8:58:00 AM
From: Yogi - Paul  Read Replies (1) | Respond to of 9256
 
Ted,
IBM dropped the ball big time (reference Gerstner's analyst meeting-- enterprise drive problems).
I'm not as close as I've been in the past but I understand Fujitsu picked up the ball and possibly Seagate (that is nothing but 19th hole chatter)

In light of Seagate's disk drive valuation saga, I wonder how one would value IBM's disk drive business?

Positive note on VRTS this morning.

Paul