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To: Sam who wrote (4087)11/13/1997 3:54:00 PM
From: Vanni Resta  Respond to of 7841
 
Thanks Sam. Interesting to see that your knowledge extends to some of the Southeast Asian power families, as well as disk drives. Asian politics is as important for the sector as demand for PCs, so it will be an important thing to monitor for anyone investing in the sector.

Happy Investing!

Vanni



To: Sam who wrote (4087)11/14/1997 12:11:00 PM
From: Brendan W  Read Replies (2) | Respond to of 7841
 
Are the Sukarnos into Malaysia? I don't think there's much disk drive business in Indonesia where the Sukarnos rule.

You wrote:
>>>>>>>
Malaysia, from what I have been reading lately, may be a different story. The Sukharno family is apparently incredibly corrupt and rich. However, they have not gotten directly into drives, at least not yet, as far as I know. May they stay far away.


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