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


To: Mark Madden who wrote (8437)6/26/2000 1:10:00 PM
From: appro  Respond to of 9256
 
"The head business is still a mystery to me." Seems to be a mystery to RDRT and APM as well.

Sorry, I couldn't resist a good straight line like that. ; )



To: Mark Madden who wrote (8437)6/26/2000 7:56:00 PM
From: Stitch  Read Replies (1) | Respond to of 9256
 
Mark,

<<re: Fujitsu "Do they manufacture their own heads?" >>

Yes, Fujitsu is vertically integrated on heads and also buy from ALPS and SAE.

<<If so who does MKE/SAE sell to? Just Quantum? >>

May I assume that MKE/SAE is an incorrect joining of acronyms? I think you meant to write TDK/SAE. The latter sells to almost everyone including Maxtor, Seagate, Fujitsu, IBM, Hitachi, Samsung, Conner, and Western-Digital.

I liked Appro's rejoinder to your "mystery" statement. Until I saw it I was going to write that your statement qualified you to be the CEO of APM.<G>

Best,
Stitch