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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 179.56+0.7%Dec 24 12:59 PM EST
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To: Frodo Baxter who wrote (4137)8/11/1998 4:15:00 PM
From: Yogi - Paul  Read Replies (1) of 9256
 
Lawrence,
On the surface Conner looks crazy. On second thought, if RDRT or another head manufacturer can really deliver a 15 gig single platter capacity component using GMR technology, and storage demand on the desktop doesn't increase too much, he might have something here. Certainly fits your idea of no vertical integration.
A virtual disk drive company with no marketing expenses, tightly run, leeching technological advancements of their suppliers, I like it.

Yogi
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