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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 269.39

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To: T Bowl who wrote (2452)	2/8/1998 12:48:00 PM
From: Frodo Baxter	Read Replies (2) of 9256

>I've seen several references to the 2.5GB QNTM head on these threads, but no place else. RDRT Q198 10Q: "Entering Q298, the Company was in qualification at five customers with its next generation 2.8 GB per 3.5 inch disk advanced recording head." RDRT FY97 10K: "For example, though Read-Rite SMI was a supplier for Quantum/MKE on certain previous MR programs, Read-Rite SMI is not currently a supplier on Quantum/MKE's 2.1GB per 3.5" disk programs. Though Read-Rite SMI will continue to seek qualification on Quantum/MKE's 2.5GB per 3.5-inch disk programs due for production in the third quarter of fiscal 1998 [Note: Q2CY98], there can be no assurance that Read-Rite SMI will be successful in regaining market share at Quantum/MKE." >...or the Bigfoot products. Those go for a niche market, not the mainstream. All the cheap consumer PCs use Bigfoot. It is certainly a mainstream product.

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