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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Bilberry who wrote (1348)	10/26/1997 11:45:00 AM
From: T Bowl	Read Replies (1) of 9256

Bilberry - In the WDC CC they stated that IBM/RDRT are supplying the 2.1GB heads, APM the portfolio heads. I know that IBM is also supplying heads to Samsung(as of Apr97), their first outside supply they said(I think). FWIW, in the RDRT CC one of the ANALysts mentioned that he had heard all of the DD manufacturers say that the IBM head is very expensive. He asked if RDRT heard this as well. They glossed over the question and said IBM is definitely a competitor. I don't know if that has cleared anything up, but it's info. todd

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