Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 187.88

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3:59 PM EST

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To: Sam who wrote (6766)	7/9/1999 8:02:00 PM
From: Sam	of 9256

Some reviews of high end drives, 2 from SEG, 1 from QNTM and 1 from Fujitsu: techweb.com And here is an odd interview with Michael Lambert, a VP from Dell, who says at the end of the interview that Dell only buys drives from IBM, SEG, QNTM and WDC. I find that an odd statement, as I have the impression that Dell is one of MXTR's largest customers, if not the largest: techweb.com See also his comments on their deal with IBM, near the end of the interview. << Lambert: It really came out of a conversation with [IBM Senior Vice President] Jim Vanderslice. We were talking about second-sourcing disk-drive technology and how we could do more together. Their company wants to be a technology supplier, and the conversation evolved from there. We had an intellectual property agreement on the table that we had to renegotiate. The [OEM] deal was valued at $16- billion, but it could be more than that. We are IBM's eighth largest customer, and as we progress, we could conceivably be its biggest customer. This deal sends out a strong message.>>

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