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Technology Stocks : Applied Magnetics Corp

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To: Greg Jung who wrote (11832)	5/4/1998 7:54:00 PM
From: Stitch	Read Replies (1) of 12298

greg, For a little better understanding of the nature of the IBM/WDC relationship TBowl has summarized nicely at this URL: Message 4320489 This is, as I mentioned, a much bigger deal then IBM selling a few heads. It really is a strategic alliance and may be a precursor to an even more significant relationship down the road. I speculated some time ago that IBM would be interested in WDC for their strength in the desktop marketplace. I was thinking acquisiion at the time but I think they have pieced together an exciting relationship with this announcement. Best, Stitch

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