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Technology Stocks : Read-Rite
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To: CPAMarty who wrote (3354)5/28/1998 11:52:00 AM
From: Stitch  Read Replies (1) of 5058
 
marty,

IBM does have a bad record on OEM commitments. Seagate would never do any business with IBM again. Lots of bad blood there. IBM has a history of failed commitments on sales of media and drives but to my knowledge not on heads yet. But that history is there.

I don't think it will be the case re the WDC agreement. There is more to the WDC then a simple OEM supply agreement.

best,
Stitch
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