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

To: Mark Oliver who wrote (3207)	5/5/1998 6:00:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

<<I doubt you would suggest IBM drop it's head business. In fact, vertical integration is turning out to be a great story in their case. >> Why would the world's leader drop a business which now has economies of scale? Exactly the opposite reasoning applies to Quantum whre heads have been a gaping wound for years with no relief in sight. In addition to supplying its own needs and 50% of WDC last qtr, IBM's heads leadership is essential to its notebook drive domination. Things seem awefully quiet in the Quinta, Terastor front.