Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

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To: T Bowl who wrote (2614)	2/28/1998 2:13:00 PM
From: MKL	Read Replies (1) of 9256

Todd, I think MF missed the biggest change in the Heads business. It did not highlight the fact that IBM is trying to get into the MR heads business. IBM sold nearly the same amount of MR heads in 4Q97 as ReadRite (a very impressive gain). IBM has more experience in and better technology MR heads. I see IBM selling more MR heads than ReadRite this year. I would wait and see on ReadRite and see if it can keep its customers, and see how committed IBM is in selling their MR heads. Happy Investing

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