Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 155.45

-5.0%

12:44 PM EST

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To: Mark Oliver who wrote (1405)	11/5/1997 6:47:00 PM
From: Mark Adams	Read Replies (1) of 9256

I avoided INVX because it looked like TSA would obsolete a major income source for them. It appears that this report from HTCH confirms that sales of lead assemblies will fade as new products incorporate TSA. So I have to wonder why INVX stock has held up as well as it has. What am I overlooking? On another note, the potential for IBM to source MR heads to the Drive mfgs would seem to be a potential threat to both RDRT and APM. Are there antitrust issues which prevent IBM from doing so? PS: I see the INVX thread has a timely post which addresses part of the INVX concern at techstocks.com

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