The alarming concentration of assets in our megabanks is a major reason there has been movement across the political spectrum to agree that they are in fact TBTF.
De Beer was one of several people I talked to at the show who have some concerns about both the concentrationin the drive industry, which is down to basically two major players in Seagate and Western Digital, and the lack of geographic diversification in the supply chain, which is heavily weighted toward Thailand.