Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 277.39

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To: Mark Oliver who wrote (2322)	1/21/1998 2:22:00 PM
From: Sam	Read Replies (2) of 9256

Has anyone seen what if anything IBM said about their plans for DDs? Are they expanding or scaling back capacity? Did they say anything sbout their margins, or being "pleased" with their growth in that area, as they have in recent CCs? Or was all that just buried in the general malaise of the report, and not broken out? I would think (and, frankly, hope) that they are suffering like the independents, but captive suppliers can always put strange spins on how things are going. I just tried reading the IBM thread to get some information, but the content on that thread leaves something to be desired (to put it politely), so I didn't even bother to post the question.

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