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Technology Stocks : Read-Rite
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To: Joseph Stumpf who wrote (3062)5/5/1998 12:15:00 PM
From: Stitch  Read Replies (1) of 5058
 
Joe,

For a novice you have a good nose for the issues. For sure WDC will not place all bets on IBM. In fact, IBM has history of reneging on OEM part commitments. But I think the palatable nature of this agreement is in the fact that they have set the high end aside (basically saying we will go ahead and compete there) while complimenting each other in the desktop sector.

You are right to point out that IBM has no real history of OEM disk drive parts supply. They mustve done some pretty fast talking.

Still, its a good match for both companies IMO.
best,
Stitch
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