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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 179.56

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Dec 24 9:30 AM EST

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To: Stitch who wrote (3425)	5/28/1998 7:09:00 AM
From: T Bowl	Read Replies (2) of 9256

<<I feel compelled to comment that "areal density leadership" isn't who can put the most bits on a platter. Its who can put the most bits on a platter in a shippable product that has acceptable (profitable) yields.>> Agreed. But I'll bring up another point that was talked about during the SEG(master of integration) CC on the importance of this leadership: Q => how much of GM opportunity will come from internal opps or will it come from time to market? A - we would say maybe about 3:1 advantage on the side of time to market. Time to market is king. Watch the ship dates closely IMO. todd

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