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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (15268)	9/11/2003 10:50:15 PM
From: Sam	Read Replies (1) \| Respond to of 17183

Gus, More on the DD sector; DiskCon seems to be humming sweet tunes this year. siliconvalley.com. Thanks to Sarmad on the WDC thread. Sam p.s. Have you heard of this new actuator technology that they talk about at the end of the article?

To: Gus who wrote (15268)	9/12/2003 1:36:29 PM
From: Sam Citron	Read Replies (1) \| Respond to of 17183

Gus, I noticed that the title of that piece was a question: Bright future for disk-drive industry? excerpt: There's less competition in the drive business, but a new challenge, said Bill Watkins, president of Seagate Technology. Watkins said drive companies used to be able to pit component suppliers against each other to squeeze out a lower price. With fewer suppliers surviving, drive makers now need to consider forging strategic alliances with suppliers, according to Watkins. "We're going to be in supply chain wars," he said. Are you sure "Y'all can safely assume that y'all won't have the disk drive industry to kick around anymore"? If so, what are you buying? Sam