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To: Sarmad Y. Hermiz who wrote (6788)	9/9/2003 11:46:19 PM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

OT The only reason the Japanese companies dominate mobile drives is that the customers are captive divisions I guess it helps that Toshiba makes lots of notebook computers. I didn't realize that Hitachi makes that many. Of course Dell makes a ton of them. It certainly looks like Dell made the right choice in rejecting vertical integration. But they wrote the book on supply chain management.

To: Sarmad Y. Hermiz who wrote (6788)	9/12/2003 12:27:08 AM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

OT The only reason the Japanese companies dominate mobile drives is that the customers are captive divisions. I did not realize that Apple, whose iPods use Toshiba 1.8" drives exclusively, was a part of the kairetsu. Now there is much talk of 1" HDDs. It seems that Japan dominates every form factor smaller than 3.5". You may say that it is mostly because Japan Inc. is making most of the devices that incorporate them. But it doesn't change the fact that the Big 3 seem to be dominating a much more mature segment of the market, although they seem to be on a hot streak lately as they have been finding new niches for the 3.5" form factor in Tivos, SAN, etc.