SI
SI
discoversearch

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 : Seagate Technology - Fundamentals -- Ignore unavailable to you. Want to Upgrade?


To: Sam who wrote (900)6/3/1999 9:24:00 PM
From: CPAMarty  Respond to of 1989
 
My guess: some serious consolidation in this sector begins sometime in the next 4-9
months.


Amen!
How about QNTM and MXTR? QNTM would benefit from MXTR's strength in the desktop and MXTR doesn't expect to have and enterprise product until late in 2000. Mr Brown can run the tape business and Mr. Cannon can run the HDD biz.



To: Sam who wrote (900)6/3/1999 9:25:00 PM
From: Duker  Respond to of 1989
 
Sam,

Yeah, but (as I understand it) BigFoot is not designed for the sub-$1,000 space ... it is just a cheap, standard desktop ... must be awfully difficult to compete on a price basis with the U-4 with a more complex drive like BigFoot.

--Duker