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Technology Stocks : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: Pierre-X who wrote (7843)	11/24/1997 8:17:00 PM
From: Frodo Baxter	Read Replies (2) \| Respond to of 11057

re: WDC/QNTM compariso >1. WDC -- WDC has a strong position because they are not vertically integrated, and concurrently lower infrastructure risks. Come on, they make media, they have plants in SE Asia. QNTM has no DD infrastructure whatsoever, except off-balance sheet MKQC heads op. >They have the flexibility to select the supplier(s) that best fit their needs at any given time. You mean like for their 1.7 program? >2. QNTM -- isn't doing well on the DD side but RAKING IT IN with their DLT business. There is no evidence to support this. QNTM has met or exceeded their operating model for desktop. Inasmuch as WDC may have been slightly more profitable, this is symptomatic of the same short-sighted strategic APM-type "sell the future, buy the present" thinking. Also, QNTM has cornered the only niche market in the commodity desktop drive business: the value 5.25" drive. re: vertical integration >[Seagate] is a study in why vertical integration is going out of style in the modern economy. Agree completely. I've been saying this for months.