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Technology Stocks : Maxtor (MXTR) -- Ignore unavailable to you. Want to Upgrade?

To: DavidCG who wrote (126)	3/4/1999 4:10:00 PM
From: Sam	Read Replies (5) \| Respond to of 467

Maybe not being "replaced", but DELL is being given "incentives" to buy from IBM in the future. Which means that current programs may be it. This is not news that can be sugar coated, it is bad for MXTR, it is bad for SEG, for QNTM, and, perhaps especially, for WDC, since the latter is the shakiest of the big vendors. It also signals that IBM is becoming yet more aggressive in the merchant market. It means that business for the other big PC vendors will become even more competitive as people try to maintain market share and production lines.

To: DavidCG who wrote (126)	3/4/1999 4:28:00 PM
From: Dale Baker	Read Replies (3) \| Respond to of 467

And what if IBM is using MXTR drives for their low-end machines? How does DELL getting IBM's high-end business affect MXTR if (presumably) DELL will be turning to IBM for servers and workstations and not consumer PC's? None of us have the info to figure this out right away. But let's think it through before anyone panics. Then you vote with your feet. Keep your shares or sell. I think several of us have already made up our minds. BTW, did you notice that bit about maybe becoming GTW's leading supplier?