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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 187.78-6.1%Jan 8 3:59 PM EST

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To: Sam who wrote (7391)11/20/1999 10:55:00 AM
From: Z Analyzer   of 9256
 
<<This would also be
good for HTCH, unless Yamaha is also a big Hutch user, since IBM, I think, is 100% Hutch (Z can correct me
on that, if necessary, I'm sure).>>
Yamaha is a 100% HTCH user but its really the drive manufacturer that makes the determination so presumably another head suplier will just pick up the slack. Probably Japanese since Toshiba, I believe was their largest customer. IBM is not 100% HTCH uses NHK as a second source.
-Z
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