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To: CPAMarty who wrote (3267)5/21/1998 11:20:00 AM
From: Stitch  Respond to of 5058
 
Marty,

<<do you think we will see any consolidation in this industry, other than by attrition? >>

The only one that made any sense to me was WDC/IBM and they have chosen a different route. I don't really see anything else that would be accretive. The problem amongst the component makers is differences in processes that almost force you to operate separately. I think attrition is the eventuality to watch for. APM comes to mind as does StorMedia.

Best,
Stitch