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

To: La Traguhs who wrote (4557)	9/28/1998 9:53:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

<BigFoot, while currently the sales leader in the "non inventory firesale" category for the sub $1000 PC, they will loose this segment to the Seagate and Conner "designed-to-cost" drive efforts, unless they come to market soon with theirs. The BigFoot can only go so low in price with its reliance on 5.25-inch media. Not a lot of folks building 5.25-inch media, so the economies of volume won't be there.> I don't know much about the media market, but someone said Komag was the major maker of 5.25 media. Should they go bankrupt, how would Bigfoot survive, or am I mistaken? <Now I have trouble seeing Quantum continuing to stay the course with MKQC for heads. It was a good idea that hasn't played out well. > Do you think the new manager of that group, who's suppose to be a turn around guy, is actually assigned the job of liquidation? Could they sell it? Do you think Read Rite will get any business from Quantum or Seagate soon? Is it ever likely that a company like Sequent could be purchased by a HDD company like Quantum has purchased ATL? Regards, Mark

To: La Traguhs who wrote (4557)	9/29/1998 4:13:00 AM
From: Pierre-X	Read Replies (1) \| Respond to of 9256

Re: 5.25" economies of scale Your point about volume in the 5.25" media is a good one. I would imagine the same argument applies to the entire value chain behind the Bigfoot -- not merely the media. Given that, it's remarkable that they are able to hit the announced pricing levels. Any info about OEM design wins for Bigfoots? (Bigfeet? <g>)