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

To: Henry W Singor who wrote (1415)	11/6/1997 11:27:00 AM
From: Chuck Bleakney	Read Replies (2) \| Respond to of 9256

>>>. IBM has amazing technology but WDC and QNTM are both very well run companies. Both have kept costs very low. And each company is a volume leader. I think they can handle the competition. <<< Before you simply discount IBM realize that they took 10% of SEG's high end market share from them. SEG's market share went from 60% to 45%. I can see why they're getting down and dirty. IBM's threat should not to be taken lightly... it wasn't all that far in the past where they were the market leader and they have an incredible captive market position. Chuck