Disk Drive Sector Discussion Forum Message Board

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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 (3778)	6/23/1998 7:53:00 PM
From: CPAMarty	Read Replies (1) of 9256

from yahoo; comments please No one but IBM has GMR head... By Virtual_Investor Jun 23 1998 2:40PM EDT GMR head is not really that big a deal. Yes, it reduces costs but its not a problem as yet since Big blue tries to maximize its profits since no one else has GMR. The problem is that there are too many manufacturers of DDs. As far as MR heads there are only two large MR head manufacturers excl. IBM. SEG and RDRT. SEG produced its billionth head in Feb. 1998. and is not really trying to bring in a GMR head. No hurry there, SEG is working on OAW drives which I think RDRT will have rights to manufacture due to its cross-licensing agreement with Quinta. The drives are almost ready for OEM testing as I know it, I think SEG is holding them back since it will not enable SEG to destroy its competitors completely, QNTM, WDC, IBM, Fujitsu, Maxtor and Samsung. Once the competitors are like WDC are gone or are very weak to compete SEG will introduce its OAW drives and charge huge premiums on those drives. Remember, these OAW drives will have very high densities and hence fewer drives will be required/sold. Its is very important for SEG to have fewer drive manufacturers in the market so that it can get a huge market share for its latest drives. RDRT will recover back to 12+ in a short time. HOLD on and things will be a lot better than they are now. BEST OF LUCK. ÿ

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