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Technology Stocks : Western Digital (WDC)
WDC 168.90+4.9%Dec 5 9:30 AM EST
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To: Pierre-X who wrote (8000)12/4/1997 10:39:00 AM
From: William T. Katz   of 11057
 
Re: GMR

My understanding is that IBM is licensing the tech out to 3rd parties (like RDRT) but will also be producing heads in house for sale. Not sure about the platters. Someone else had posted some rumor from an analyst that WDC would try something new ... I'm just speculating on what they may do if they have to take a hit. From the actual estimates of GMR, I think that the volumes would be quite small until end of 98 anyway.
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