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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 160.00

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3:59 PM EST

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To: Sam who wrote (2499)	2/20/1998 7:17:00 PM
From: Mark Oliver	Read Replies (3) of 9256

Sam, when I read the release about Maxtor buying heads from IBM, it looks like IBM is building a head fab in China? It would seem to me that the reason for going to China is cheap labor. Is the actual production of heads that labor intensive? I see companies like Read Rite making heads in California and then shipping them to Phillipines and Thailand for assembly and test. An old story for most chip manufacturers. It also seems to me that there are a lot of reasons to go slowly investing in China as they may have a large devaluation of their currency and then you would have lost a lot of value in your project. Do you find the number of heads sold to be significant? 10 million since beginning outside sales of which 9 million were sold in the last 9 months? Regards, Mark

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