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


To: Stitch who wrote (2101)1/5/1998 8:04:00 PM
From: T Bowl  Read Replies (1) | Respond to of 9256
 
Oooh Stitch, you just had to do that didn't you! Twist the knife, twist the knife... Booo hooo hooo hooo. I'm going home to cry in my beer.

todd



To: Stitch who wrote (2101)1/5/1998 9:23:00 PM
From: Larry Brew  Respond to of 9256
 
Stitch, << what's bad with dd's >>

I loaded up before October!



To: Stitch who wrote (2101)1/6/1998 10:31:00 AM
From: tom pope  Read Replies (1) | Respond to of 9256
 
>>intense capital requirements<<

That could just as easily belong in your good category. It creates a barrier to entry, but more importantly it will favor U.S. based companies if, as seems likely, Korean firms are restricted in their access to capital in the immediate future.

In the immediate short-term, admittedly, Korean competition will intensify as they seek to maintain market share at any price and benefit from a favorable local cost/dollar cost mix.