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

To: Mark Oliver who wrote (5669)	2/24/1999 7:08:00 PM
From: Stitch	Read Replies (2) \| Respond to of 9256

Thread; Highly recommended reading: amazon.com The author uses the disk drive industry to study a phenomena he calls "disruptive technologies". A very interesting read even if, for only the history of the DD industry. Best, Stitch

To: Mark Oliver who wrote (5669)	2/25/1999 8:48:00 AM
From: Sam	Respond to of 9256

Mark, As I understand it (I think from LT on this thread, but maybe somewhere else as well), they will begin with 2 4.3 programs. The advantage to just starting out is that you don't have to deal with transitions, you just jump in at the point with the best margins. Undoubtedly, FC will produce whatever CPQ wants him to produce, that is his entree and he needs to get the dinner going to get cash flow. As for whether this is good for RDRT or not, I have no idea. Maybe LT can answer. Conner seems to be playing it close to the vest, the PR didn't come from him, it came from HMT. s.