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


To: Sam who wrote (5896)3/24/1999 8:42:00 AM
From: TEMFASSBAL  Read Replies (3) | Respond to of 9256
 
Sam
<<but it is bad bad bad for SEG.>>

Thats another reason its good, good, good for HTCH as IBM is their largest TSA customer and SEG isn't one....my understanding is SEG is waiting for HTCH to have forward capacity before they make any commitments to TSA....the DELL and EMC deals with IBM makes me think that capacity is a ways off (i.e. its going to go to IBM).
Tim