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 : Seagate Technology -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (4706)	2/26/1998 10:39:00 PM
From: MKL	Read Replies (1) \| Respond to of 7841

Sam, Yes, Fujitsu and Hitachi are affected by the liquidity crisis in Japan/Asia. But those problems would be solved. Japanese companies are unlike US companies. Japanese companies don't need a high return on their investments. They are content if NI is in the 5% range. If you look more closely, DD is the perfect type of industry for Japanese companies. Look at how compete in the auto industry. Low cost, high reliability, large volumes, and capital intensive (auto, DD: they look the same). Mass production! Look back at the DD industry in the late 80's and early 90's, you will find that this industry was dominated by IBM, Fujitsu and Hitachi. They all missed the boat (or their corporate arrogance), and let Seagate, Quantum and WDC slipped in and dominate the market.