Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.33

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Nov 28 9:30 AM EST

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To: Pierre-X who wrote (3223)	5/5/1998 11:05:00 AM
From: Gottfried	Read Replies (1) of 9256

PX, you asked > Are they making money? < All I know is that Gerstner said on page 5 of the annual report.. ...Five years ago our OEM revenue was about $1B. In 1997 it was $5.6B, growing at double digit rates, driven mainly by OEM sales of disk drives and semiconductors. We're also generating more than $1B annually by licensing IBM patents and other intellectual property to technology companies. GM

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