Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 200.46

+6.8%

Jan 9 9:30 AM EST

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To: Mark Madden who wrote (8445)	6/28/2000 5:31:00 AM
From: Tom Simpson	Read Replies (1) of 9256

<<I take it MKE sells to Quantum and TDK/SAE sells to all others.>> Close but....as I understand it, MKE assembles the drive itself for Quantum whereas TDK/SAE just makes heads and head stacks for whomever, to include Quantum/MKE. In this regard Quantum/MKE is the unusual relationship in the industry. TDK/SAE primarily competes with RDRT, rather too successfully for the last couple of years as far as RDRT is concerned. Best ..... Tom

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