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Technology Stocks : Western Digital (WDC)

WDC 260.61

-3.3%

3:11 PM EST

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To: Z Analyzer who wrote (7245)	11/9/1997 1:44:00 PM
From: John Wang	Read Replies (1) of 11057

<<"below historic yields" even on their established mainstay 1.3 GB/platter program.>> I listened to the conference call and I did not get that impression. I think that the low yield is related to 1.7G APM head. Since this is an "over-streched" inductive head technology, APM may not have been able to produce heads with well centerd electrical and magnetic properties for other disk drive components in HDD to work with it. That may be the reason for low yield. And, for WD to consider writing off all inductive head technologies, I think that is for cost reason by listening to the conf call. They said that they would produce 1.5 million MR drives this quarter. That's a significant ram from 150K last quarter. That's a 10X! With 2.1G/platter MR drives, the cost is much lower than that of 1.3G/platter. And, for them to consider switching fast, the yield must be very good on MR. Glad to know QNTM is still doing well! John

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