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Technology Stocks : Read-Rite
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To: Joseph Stumpf who wrote (3062)5/5/1998 3:33:00 AM
From: Tom Simpson  Read Replies (1) of 5058
 
>would it not be foolish for WDC to be over dependant on IBM for GMR
>heads since IBM is also a competitor of WDC??

Yes, but key word is "over". And IBM is shipping MR heads now. GMR is still a ways off, but maybe sooner rather than the later most of us thought. Yes they do compete in drives, but each focuses on different markets so there is less head to head competition than you might think.

Best Regards.....Tom
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