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

To: Z Analyzer who wrote (2224)	1/12/1998 9:33:00 PM
From: Pierre-X	Respond to of 9256

Re: Towel-Chucking, revisited You said: How about zero for Quantum and WDC. That would be like GM getting out of the car business in difficult times. I admit 20% is probably outrageous -- but I wanted to provoke a response <gg>. Western Digital is not GM, nor is the HDD business like the automobile business. GM had a troubled era partly due to their own poor designs and shoddy product. WD's problems are sector related; there's no way for them to improve their position by enhancing the "style" or the quality of their product--the former is irrelevant and the latter is already top-notch. Also wouldn't you agree that HDDs are much closer to commodity product than vehicles? The sheer size of GM gives them political leverage to obtain federal aid, leverage which is not available to WD. No one in D.C. would bat an eyelash if WD vanished tomorrow. QNTM: I think there is a nonzero probability (albeit still very low) of their divesting the HDD business. Isn't that something you and LK have been rooting for? <gg> Here's some encouraging news on the Samsung front: techweb.com An excerpt: Samsung announced that it was selling its gallium-arsenide semiconductor operation in Milpitas, Calif. The company said in December that it was selling its audio equipment business in South Korea. The deals are part of the Samsung Group's plan to shed more than 25 operations. PX