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Technology Stocks : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (10718)	8/26/2003 2:15:06 PM
From: Sam Citron	Respond to of 11057

Didn't mean to ruffle any semantic feathers by using the dreaded C word. Per Gus: "...[In 2001] IBM took 13% of the $25B disk drive market, or approximately $3.25B. It had an estimated 45% of the mobile drive market, 25% of the enterprise drive market and around 5% of the desktop market. Mobile disk drives accounted for 15% of industry unit shipments. Enterprise drives accounted for 11% and Desktop drives accounted for 74%. Manufacturing scale is IBM's major problem. It can't keep up with the high-volume producers like Maxtor, Seagate and WDC because it is only strong in the high-margin/low volume mobile and enterprise markets and weak in the low-margin/high volume desktop. It has tried to compensate for this by selling recording heads and media, but that part of the model seems to have hit the wall." ... Message 16910433