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: Stitch who wrote (8894)	11/7/2000 9:46:31 AM
From: Yogi - Paul	Read Replies (1) \| Respond to of 9256

Folks, I think a discussion on the relative performance of Seagate vs. Maxtor, HDD, IBM, and WDC would be fruitful. I recently revisted a paper on Vertical Manufacturing and Wintelism and found it to be an excellent tool for reorganizing my thoughts on the disk drive industry and the pc industry. THEORY: The year 2000 has demonstrated the superiority of the vertical manufacturing model for the disk drive industry and will continue to be the superior model for the foreseeable future. If true, and since Seagate will not be "investable" near term, what steps can or should Maxtor/HDD and WDC take to insure a unconstrained flow of quality components? What about IBM and it's considerable resources/abilities as a component supplier? Texas Instruments? Lucent? I don't think there is any doubt that unit demand for disk drives will continue growing at least double digits/year. What can Maxtor/HDD do now to insure they can meet future demand and make a profit? Wintelism and the Changing Terms of Global Competition: Prototype of the Future? brie.berkeley.edu Background on BRIE brie.berkeley.edu Glad the elections are over, Paul