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Technology Stocks : Western Digital (WDC)
WDC 162.40+2.9%Nov 17 3:59 PM EST
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To: Sam Citron who wrote (10727)8/27/2003 11:04:08 AM
From: Sarmad Y. Hermiz  Read Replies (3) of 11057
 
>> I'm not sure it strictly matters where the heads are from so long as the drive maker can get as many as they need at prices that are reasonable.

Sam, I think the issue is the very intermingled relationship between the head and the rest of the drive components. Where a weakness in one place can be overcome by modifications in other parts. So information flow among the design team has to be very extensive. I think if the teams are split into different companies each guarding its intellectual property, the effort suffers.
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