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

To: Stitch who wrote (8435)	6/26/2000 11:00:00 AM
From: Sam	Read Replies (1) \| Respond to of 9256

Stitch, Somehow I find this hard to believe: "The company's disk drive operation has a vertically integrated business model and spends $3 billion in yearly R&D efforts." Three billion dollars would surely consume all of their revenue from DDs, if indeed they have only a 12% market share. I presume that #3 market share puts them behind Seagate and HDD, though I wonder where IBM would be ranked if this is true. If they are only counting merchant sales as opposed to internal consumption (which would account for IBM not being in the top three), is Maxtor's share less than the 12.3% claimed? There is some puff and fluff in someone's claims.

To: Stitch who wrote (8435)	6/26/2000 11:17:00 AM
From: Mark Madden	Read Replies (2) \| Respond to of 9256

Stitch - Fujitsu topping Maxtor is kind of surprising to me. I guess I just do not see that much of Fujitsu in the US retail market. I'm sure their world wide enterprise business is booming and their non computer ventures are growing fast. Maxtor is almost all desktop. <The company's disk drive operation has a vertically integrated business model > Do they manufacture their own heads? If so who does MKE/SAE sell to? Just Quantum? The head business is still a mystery to me. Regards, Mark