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

To: shane forbes who wrote (3136)	4/30/1998 1:44:00 AM
From: Tom Simpson	Read Replies (1) \| Respond to of 9256

>I'm actually not a big fan of the component guys mainly because I >don't understand the various battles going on there. It does get messy. From all the noise last year you would have thought RDRT going out of 97 an MR company. After all, the story was that APM wanted them for their fine MR technology. Basic problem here is that there is more capacity here than WDC can fill and the open question is whether Seagate will use any. Komag looks to be in even worse shape on empty capacity. Maybe they will get together with Iomega :o) Best Regards......Tom