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

To: Sam Citron who wrote (15561)	12/2/2003 10:57:52 AM
From: Gus	Read Replies (1) \| Respond to of 17183

Thanks, Sam. Good observation about the winner-take-all dynamics in the disk drive supply chain. Further supporting this point: Seagate's enterprise division (50%-60% share, was 80% at one point), Hitachi/IBM mobile drive division (50%-60% share, slippery slope), Hutchinson vs Innovex, and Intevac vs Anelva (NEC). I seem to recall that Seagate assembled most of the patents covering different aspects of fluid-bearing dynamic motor technology before it entered into strategic alliances with both Nidec and Minebea in the late 90s. Would you know if it still gets a piece of every motor sold?