Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 282.58

+8.6%

Feb 6 9:30 AM EST

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To: Z Analyzer who wrote (2359)	1/23/1998 8:03:00 AM
From: T Bowl	Read Replies (1) of 9256

Z - From all the press out there, it seems to me that Maxtor plans to lead the 2.8GB charge(although I haven't heard anything of IBMs plans). Maxtor is talking about shipping at the end of the MarQ... The best info I've seen was K. Alexi's Asian trip report about Maxtor. RDRT and HMTT are suppliers to MAxtor, they both are talking some shipments in that time frame. We know for sure it will NOT be SEG leading the 2.8 gang, WDC seems fired up to ship "sometime in the wst half of 98". QNTM was late with the SE... I'd wager it'll be IBM, Maxtor, WDC, QNTM and the SEG sometime way late in the game. todd

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