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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: Pierre-X who wrote (8026)	12/4/1997 6:47:00 PM
From: Rational	Read Replies (3) of 11057

PX: Your reasoning makes sense in leal life: Remember that one reason WDC intentionally delayed transition to MR was to let their competitors run into all the transition problems. I'd wager that making the transition now--after others have already climbed the learning curve--is the best time to make a transition. Under your theory, it is possible that WDC was making a lot of profits from TFI heads (and using up its production capacity) through its unique relationship with APM while the latter has been quietly developing the MR and GMR (I believe no one is producing GMR yet). Climbing at the top of the learnings curve is switching to GMR directly. APM has hired sometime in August (?) a top IBM scientist who personally holds many patents on this technology. APM is very secretive about its moves, but the WDC-APM duo might have reached the top of this GMR learning curve, while (in the interim) exploiting their production capacity with TFI heads. Do you think that WDC waited for its parts-supplier to become confident of the GMR volume production? Does anyone have information in this respect? Sankar

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