Marty,
> from IBD
> ''Since we don't participate (at the low end), we're not
>under the same pressure they are,'' said David Walling, manager of
>hard disk drive strategy and support at IBM's Storage Systems
>Division.
>
> i think the implication on our beloved Read-Rite is, the competition
> from IBM looks like it will be limited to the high end, in the GMR
> area
I don't get IBD, so I thought I would ask for clarification. Was Walling just addressing the disk drives IBM sells as opposed to their OEM parts business? i.e., if his statement is referring to the high-end drive market, it doesn't necessarily follow that this extends to the lower end MR heads they sell to others to use in their disk drives. It would be interesting to know if IBM views the market segment independent head-makers like RDRT deal with any differently due to the recent problems in the disk drive component business.
thanks,
Donald |
