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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: Mark Oliver who wrote (1402)11/5/1997 6:29:00 AM
From: Z Analyzer  Read Replies (4) | Respond to of 9256
 
<<

I'm trying to remember, has Samsung been a big player in the past? Well, I guess the
suppliers of Acer are going to see falling orders. Hmm, more competition in desktop.
The last profit center? Enterprise hurting, low end in trouble.>>
With all the competition and SEG wearing war paint now, the drive business is a scary place to be. Seems you have got to go with QNTM's DLT or get in with SEG once the war is in full frenzy and all the drive stocks are badly bloodied. Looks to me like years of progress down the drain.



To: Mark Oliver who wrote (1402)11/5/1997 10:47:00 PM
From: Gus  Respond to of 9256
 
More on Samsung.

techweb.cmp.com

Gus