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

To: Sam who wrote (5898)	3/24/1999 10:04:00 AM
From: Z Analyzer	Respond to of 9256

<<Only superficially does it affect only SEG. IBM created the drive industry, looks like Big Blue wants to reclaim it for itself.>> Its understandable that EMC wants to lessen its dependence on SEG (aren't they 100%?) what % will this bring it to? I understand that quality was one of the Dell motivators (wasn't WDC still a significant supplier?) One would think that SEG using flex-on would not have the quality of QNTM (where TSA is integral to their program which they claim has made major quality improvements) or IBM. Can anyone address this issue? -Z