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

To: Dale Stempson who wrote (1644)	11/26/1997 2:17:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Dale, I read it in the morning paper, but I appreciate the electronic version (because it can be saved). Thank you! Looks like Fujitsu gained the most market share, and both, SEG and QNTM lost some. But the big 3, SEG, QNTM and WDC, should survive. IBM is a special case because their business does not depend on storage alone. Excerpt: Today seven companies account for 93.5 percent of the total drive market. Among the 13 or so companies that make up the ''other'' 6.5 percent of the market loom integrated electronics giants such as Hitachi, Samsung and NEC Corp. So much for "easy to enter". It's even easier to lose your shirt in this business and only the big are expected to survive. GM

To: Dale Stempson who wrote (1644)	11/26/1997 2:46:00 PM
From: Chuck Bleakney	Read Replies (1) \| Respond to of 9256

For what its worth, with all of South Korea's financial woes and what the implications are for its industries, I would not expect any real competition in the long haul from them. Their business model is likely to change significantly in a relatively short period of time and they'll be looking real hard at their current investments. Fledgeling industries with nothing to show but red ink for the forseeable future are likely to be the first to get the axe... They just aren't going to have the money to do "business as usual". Chuck