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

To: Gus who wrote (2158)	1/8/1998 4:19:00 AM
From: Z Analyzer	Respond to of 9256

<<It forecasts world demand for hard disk drives will jump 20 percent this year and this growth, together with a potential shortage of drive media, [???] has prompted the company to construct the new factory.>> Why don't they just buy Stormedia. Actually, maybe we should be looking into that.

To: Gus who wrote (2158)	1/8/1998 10:47:00 AM
From: Mark Madden	Read Replies (1) \| Respond to of 9256

"Fujitsu To Build $200m Hard Disk Plant In Philippines 01/07/98" They better have cash. I can't imagine loans in Asia to build disk drive expansion right now. Mark M

To: Gus who wrote (2158)	1/8/1998 10:53:00 AM
From: Sam	Respond to of 9256

Gus, A remarkable investment. In an article that I think you posted last week, the head of Fujitsu's drive division said something like, "Don't blame us for the overcapacity and falling ASPs, blame the companies with the 80% market share."