Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TWICK who wrote (145)	3/4/1999 9:06:00 PM
From: Sam	Respond to of 467

Thanks for posting the Yahoo message. That sounds like Kim Alexis, from the writing, formerly analyst of Lehman, now somewhere else, I forget where. She says, "When asked by an analyst on its conference call held today whether it planned to enter the mainstream desktop market, IBM management stated that it would continue its current strategy in the HDD segment--competing in the high-end and mobile segments and accessing opportunities in the mainstream desktop market through its licensing relationships already in place with WD and NEC, with clearly no intention of making the mainstream desktop segment a focus. Further, we point out that DELL's very fast projected growth rateportends that there are sizable opportunities available for a number of HDD suppliers going forward." That is one of the more encouraging things I have read today.