Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: La Traguhs who wrote (8707)	9/18/2000 9:45:55 PM
From: Yogi - Paul	Respond to of 9256

Hey LT, Quantum/Maxtor? Unless Quantum is having serious problems with MKE, it'll never happen..... 'course, if they are having a falling out.... HDD has to find efficient manufacturing capacity.... fast From 10-q <<Because HDDG depends on MKE for the manufacture of all hard disk drives, adverse material developments in this critical manufacturing relationship would adversely affect HDDG's operating results <EDIT> ..... Capital Commitment. HDDG's future growth will require that MKE continue to devote substantial financial resources to property, plant and equipment to support the manufacture of HDDG's products. . Manufacturing Capacity. If MKE is unable or unwilling to meet HDDG's manufacturing requirements, an alternative manufacturing source may not be available in the near term.>> Hells bells we've been pleading for consolidation for centuries now (seems like). There are some decent folks over on the Maxtor and other Yahoo boards but I prefer my cheerleaders in short dresses <g>. Paul.... grazing in greener pastures but still fascinated

To: La Traguhs who wrote (8707)	9/19/2000 6:16:43 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

<<. Now all the action regarding the Quantum/Maxtor merger/acquistion activities is happening over on those (ugh) Yahoo threads. >> Haven't seen any basis for the talk and assumed it was mindless, hopeful speculation. Did I miss something? Stitch, Did you pull the trigger on Komag? -Z

To: La Traguhs who wrote (8707)	9/19/2000 11:31:04 AM
From: Kevin Linder	Read Replies (1) \| Respond to of 9256

<<Gee - what has happened to the excitement on this thread?>> The quality on this thread is still very evident and obvious. I think what has happened though is a general decline of all of the threads on SI. Take a look at the Intel thread recently. Most of the conversation there is centered on the price of oil and politics (all of which are important to investors but not so relevant to the central theme of the thread.) Anyway, I will continue to browse here because of the quality of posts -- I could wish there were more posts, but then alas.... Kevin Linder