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 (2426)	2/2/1998 12:44:00 PM
From: T Bowl	Read Replies (2) of 9256

<<Does it make sense for any company to be transitioning so quickly>> That's the name of the game I think... If they meet that aggr schedule then they win. The 2,8GB by Mar seems very reasonable. RDRT is the main supplier for their 1.75 and 2.1GB heads. RDRT is talking about shipping 2.8GB heads near the end of the Q. Seems to me that's either Maxtor or WDC; my money is on Maxtor. As far as a 3.5GB by Jun/Jul? That's hard to believe. If they are then RDRT will have lost a big customer because officially RDRT said they plan on shipping heads at this cap at the end of the Cal Yr 98. Or they're hiding something. You never know, maybe APM will surprise us all and supply that head<BG!!> todd

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