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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 181.54

+1.1%

Dec 26 9:30 AM EST

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To: Stitch who wrote (3480)	6/3/1998 6:22:00 PM
From: Tom Simpson	Read Replies (1) of 9256

>I also still think you should consider Seagate BTW :). LOL...riggghhhhhtttt....seems like I've been doing nothing but that for a whole year now. It would seem my peculiar destiny to eternally "consider" SEG :o) My latest consideration in light of latest IBM PR blitz is where is Seagate going to get its GMR heads from.....you want to expound on the virtues of their internal head operation? :o) >I liked the fact that they have shown media for GMR apps. I noticed that too. But I've an ignorance problem in that I just don't have any idea what might distinguish MR media from GMR media. More particularly what level of difference in the equipment/manufacturing process there is. If there is a lot then there is an opportunity for KMAG and HMTT to avoid tong and nails, otherwise it looks inevitable. Another factor is IBM which might become the stealth media supplier like they did with heads. Presumably WDC will be taking IBM GMR heads. Question is, will IBM be supplying compatible media for them as well? Best Regards.....Tom

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