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 : Disk Drive Sector Discussion Forum
WDC 168.90+4.9%Dec 5 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Gottfried who wrote (1634)11/25/1997 7:16:00 AM
From: T Bowl  Read Replies (1) of 9256
 
GM -

A more complete article about the Samsun agreement:
ssdweb01.storage.ibm.com

Yeah, sounds as if IBM has put up a LOT of money to build this OEM MR biz. What caught my eye was <<IBM expects to ship more than one million MR heads to Samsung this quarter and several million additional heads by the end of 1997>> especially when I saw this:
ssdweb01.storage.ibm.com

Looks like they missed on the timing? I sure hope so(long RDRT) and then:
dljdirect.com.

Note the wording <<Read-Rite has been selected as the primary
supplier for Samsung's SpinPoint desktop MR hard disk drive program>> This is unusual to put it this way. In most PRs they say "a primary" supplier(like the WDC 2.1 announcement). What happened to IBM? Am I reading into this? (I've got a call into Steve Polcyn.)

todd
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext