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Technology Stocks : Western Digital (WDC)

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

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To: stkinvestor who wrote (8003)	12/4/1997 11:04:00 AM
From: Pierre-X	Read Replies (2) of 11057

Re: GMR Leapfrog Think about this: ASSUMING that GMR is cost effective relative to MR, WDC would have to obtain their supply of components from vendors. If GMR -was- cost effective, what would prevent everybody else from transitioning to GMR, using the supply from RDRT and whoever else? Seems to me like the biggest winner from an early GMR ramp is IBM. PX

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