Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 168.50

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9:51 AM EST

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To: Leo Mitkievicz who wrote (1480)	11/10/1997 3:43:00 PM
From: Dennis Nicks	Read Replies (3) of 9256

Hello Leo, I noticed in the IBM announcement that they would be licensing the technologies to other drive makers. Does anyone know if this means RDRT or APM are included? Is IBM planning on cornering the head market? If IBM is planning on licensing the technology to APM or RDRT, do either companies have a chance? How different is the GMR technology from the MR technology, can the existing MR equipment be modified without too much capital expense? Is APM in a better position since Crisman waited a few quarters before transitioning to MR (can now skip much of the MR cost and go directly to GMR). A lot of uncertainty indeed. I've got a small stake in APM, wishing I would have dumped it at 20+. Should I gamble and hold until I feel it's time to average down (I hate selling on dips) or should I cut the losses and wait out my 30 days to reconsider? Hold on, it's a wild ride... Dennis

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