Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 174.83

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1:19 PM EST

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To: Mark Madden who wrote (8210)	4/3/2000 12:23:00 PM
From: Mark Madden	Read Replies (1) of 9256

Here is another blow to components. biz.yahoo.com WDC's 7.5 to 45 GB drives using 15 GB per platter disks will take fewer components but maybe margins can be increased on the components because of cost savings by using the fewer components. It is my guess these are RDRT heads that must be first to market. All the first to market components may have higher margins until the competition steps up. Regards, Mark

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