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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (3403)	11/12/1997 11:09:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 10921

Sam, again I have to guess. IBM has, finally, become more aggressive in marketing (helped by lower pricing). In developing faster, more reliable, higher density drives they are second to none. So now it depends on their mfg capacity, pricing and willingness of box makers to buy drives from a box competitor. Recall that last year IBM announced infusion of over $1B into their DD mfg business. I think that proves they're serious. IBM derives only around 10% of revenues from storage. (wild guess) A few years ago IBM was buying DDs from other manufacturers for inclusion in their boxes. I don't know if they still do. GM