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Technology Stocks : Full Disclosure Trading

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To: Sam Citron who wrote (6505)	7/25/2003 1:35:15 PM
From: Gottfried	Read Replies (2) of 13403

OT * WDC * Sam, I was going to join you all in WDC but decided against it after seeing earnings growth projections moneycentral.msn.com I think it's over. You asked >Is this type of vertical integration unusual or undesirable in the HDD industry? If so, why?< IBM did it because they used to have cutting edge technology nobody else had back when they were DD technology leaders. [MR heads for example]. They sold their DD operations recently. Gottfried

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