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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: MKL who wrote (2615)2/28/1998 6:06:00 PM
From: Stitch  Read Replies (1) of 9256
 
MKL,

<<I see IBM selling more MR heads than ReadRite this year.>>

If you include internal consumption (heads going into an IBM disk drive) then I agree. I think its a closer call otherwise. But, I have heard recently that the troubles with Seagate's MR production are deepening. Continuation of their yield problems could make a substantial difference in the playing field. I see Read-Rite much more favored then IBM in terms of any Seagate related business. Agree?

Best,
Stitch
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