Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 154.55

-0.7%

9:51 AM EST

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To: Mark Oliver who wrote (2510)	2/20/1998 9:21:00 PM
From: Mark Adams	Read Replies (2) of 9256

Per RDRT's 10Q, they sold appx 22million heads/Qtr. Compare this with IBM's proud claim to 9million in the last 5 months, and you see they've captured about 25%/Qtr of RDRT sales- not to mean that RDRT has lost any sales though. I seem to remember reading a similar release not so long ago from IBM. While they do appear out for blood, they haven't captured market leadership yet, and seem bent on driving their competitors stocks down via press releases at opportune moments. (Might I be so bold as to point out today's options expiration?) The GMR had a similar impact.

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