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Technology Stocks : Western Digital (WDC)

WDC 290.23

+7.4%

3:59 PM EST

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To: John Wang who wrote (8923)	3/12/1998 5:27:00 PM
From: David Harker	Read Replies (1) of 11057

John Wang wrote: >1) IBM closed their Rochester division. correction: IBM closed their Rochester DISK DRIVE operations. I'm typing this from IBM's "Rochester Division" which designs and manufactures AS/400's, manufactures RS/6000's, and writes lots of Software (my job). It is doing quite well - we collect our profit-based annual bonuses tomorrow, and they are sweet. >IBM is not as good in manufacturing execution and efficiency. Prove that statement, please. (ie, published cost numbers). Since all of IBM's disk production is now in asia (3 plants in 2 countries, I don't recall details) and WDC does the same thing (ie, designs disks in US, manufactures them in Asia) costs are probably similar. Re: WDC outsourcing parts VS. IBM making own -> IBM has GMR heads (Giant MR) which no one else makes - so why should IBM buy? IBM is the leader in the technology, as you correctly stated, which explains why it would be stupid to buy older tech. from others.

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