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

To: Yogi - Paul who wrote (4141)8/11/1998 7:12:00 PM
From: Lee  Read Replies (1) | Respond to of 9256
 
Yogi,

How about ever more competition and a lower drive price?

Lee



To: Yogi - Paul who wrote (4141)8/11/1998 7:51:00 PM
From: Stitch  Read Replies (1) | Respond to of 9256
 
Yogi,

One reason may ne that Compaq made tons of money on Conner in the first go around. Maybe they are willing to bet again? In addition Compaq has a long history of being more proactive with peripheral suppliers (up to and including investments, co-development, etc.) then the other boxmakers except, perhaps, DEC.

best,
Stitch



To: Yogi - Paul who wrote (4141)8/11/1998 7:56:00 PM
From: Steve Porter  Read Replies (1) | Respond to of 9256
 
Yogi,

CPQ gets all the cheap drives they need in return. This is a private company who doesn't have to answer to anyone. You should know that CPQ is the largest player in the sub $1,000 PC.. (or at least they were). They were first to market with those machines and they want to be the first BIG oem to go sub $600, $500 and so on.

Steve



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