hmmm - mobile margins vs. desktops? Mobile better. Mobile vs. enterprise? hmmm - Enterprise? Changing daily?
I could be totally wrong. It seems to me that with the prevalence of captive suppliers ("go, vertical") there is significant distortion in that market. As soon as a viable 3rd party, non-competitive supplier emerges, we should see something happen. As soon....
Hard for me to imagine that SEG can achieve enough volume into the mobiles without competing on price. Hard to imagine opening significant new (non-traditional) markets for the platform without - you guessed it - dropping prices. Simply not cost/capacity competitive enough to sell the size/noise improvement IMO. It's a BIG IMO, IMO.
"on occassion, I will put in a few sparring rounds with the slow moving fanny slappers, but only for entertainment..."
Maybe you ought to go over the Brittney Spears' chat room, dearie. You would be more at your intellectual level!
"For some reason, she's very paranoid about her image as it relates to the drive industry AND this message board."
What's your first clue? The 12 recommendations on every post by her/his/it's alias's within 10 minutes?
"Now from 2.30 STX it's 12.50, that's another 5x improvement"
Far from it. You take account of outstanding shares and dilution. After that, the pre-privation value is close to 9 dollars-- at current pricing and dilution.
"Hard for me to imagine that SEG can achieve enough volume into the mobiles without competing on price"
yes i believe that it is hard for you to imagine much of anything.
remember just a short 2 years ago, that every fanny slapper on this board (including myself) thought it would be IMPOSSIBLE for WDC and STX to make money on a $50 hard drive? Ala the drive that goes into the x-box. Well, as it turns out, they did make money on those drives (volumes, plus the use of older tech, allowed it).
According to the fanny slappers and ex-fanny slappers, MXO chose not to go after that business because there wasn't any money in it. Well, IMO they went after the business, but could not compete with wdc/stx.
MXO's own website touted how MXO is a pioneer in video game drives, yet are they doing business with x-box? psII? Nope.
but i digress, now lets get back to name calling... me first!
your a caca face!
>>your a caca face! <<
not to put to fine a point on it, but you must have meant:
>>you're a caca face! <<
and I do mean you are....
feeling better now?
What is the total shipping 2.5" volume in units last year? Any clue? If seagate can make appreciable money by 'grabbing' 25% of that (even without competing on price to grab share)I'd be surprised.
I can imagine lots of things, but maybe they're a bit over your head, seeing as it is so firmly up Stevie-boys backside. I hope your feet is as nimble as your tongue; If Stevie can figure out a way to get rich and you are on the losing end as a shareholder, don't think he'll hesitate for a microsecond. He didn't before, he won't again.
Just decided to take a quick look at what I have been missing. Not much, that's for sure. But this, from Neo caught my eye:
<<According to the fanny slappers and ex-fanny slappers, MXO chose not to go after that business because there wasn't any money in it. Well, IMO they went after the business, but could not compete with wdc/stx.>>
Maxtor still maintains it is the NUMBER ONE seller to the world CE market. I accept this fact. You seem to have your narrow little field of view set on X-Box, a failing enterprise if there ever was one. Care to broaden your horizon and take a look at the WHOLE CE market?
You might be surprised at the BIG world there is out there. Probably not though. You have ceased to be funny or clever or observant. Pity, you used to be one of the best.
WITH WDC. & STX. !!!!!!!!!
MAYbe when they get the NEW China plant built...???
Course --- then there most likely will still be stated : " Lame SARS. Excuses " , for their shortcomings and failure to COMPETE.?!!!!