Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Frodo Baxter who wrote (1872)	12/20/1997 8:12:00 PM
From: Mark Adams	Read Replies (3) \| Respond to of 9256

With Seagate, IBM and Qauntum all making heads internally, there isn't much of a market left for RDRT and APM to compete for, is there? Can't believe these companies think integrating the entire process internally is the way to go. When things slow down, you can't just shaft your supplier by cutting orders when you are your supplier.

To: Frodo Baxter who wrote (1872)	12/20/1997 10:09:00 PM
From: ET	Read Replies (2) \| Respond to of 9256

larry......their are too many disk drive companys,making too many disk drives....i think down the road some company's will either merge or be forced out....they all know something has to happen but no one wants to make the first move...when someone does ,then we'll see higher stock prices immediatly within this group.....so larry i agree with your comments about takeovers,mergers or spin-off's.....larry i believe that were going to continue to see good growth in pc's,servers,mobile's,etc....the future holds very good growth because of new users,OS upgrades,replacemant of machines,windows NT and 98,DVD,internet,digital products[cameras],more bandwidth,new pentium products,etc.........also Europe[very big market,often under-estimated] is starting to UP tick....no matter what SEA problems their are this world will continue to move towards merging of computing and communications,replacing old machines,eliminating bottlenecks.....their products ARE NEEDED and some of these companies stock prices are ridiculously priced......larry do you follow VECO ???