If the representatives of Western Digital Corporation on a quarterly reporting conference refused to comment on rumors about Toshiba intentions to leave the hard drives market, Seagate leadership at a similar event, decided to discuss this topic with analysts.
Of course, accurate information about Toshiba intentions Seagate representatives have not, but there is a gradual reduction in the market share of the first producers, and the volume of orders for components for hard drives is reduced. Seagate Management believes that , Toshiba is now more concerned about the salvation of their factories, and maintenance business for the production of hard disks is not a priority .
If you assess the prospects for the next three years, Seagate does not believe that Toshiba have enough resources to stay in business for the production of hard drives. Expenditure on research and development are rising and the money from the Japanese company less and less.