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: T Bowl who wrote (2427)	2/2/1998 3:11:00 PM
From: Mark Oliver	Read Replies (1) of 9256

I should think Maxtor could be buying IBM heads to get this advanced capacity. Would be a real coupe if Maxtor started having some of the highest end systems. I think they will put great pressure on WDC. I think the market will benefit from Maxtor's credit crunch, but it's a bit of a shame to see them doing so well and have these troubles. Any thoughts on them buying Samsung's drive division? Does anyone know the termination fees that WDC will pay for heads and media and whether these fees will give any short term benefit for selling products that didn't have to be made? Regards, Mark

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