todd,
Looks like the WDC qual is actually finished but other delays are delaying announcement. Those "other" delays are unrelated to heads. By the way, FWIW, I still hear persistent rumors of disatisfaction with IBM heads though details continue to be elusive.
I may have a chance to meet with Chuck Hagerty soon (in a group) who is coming to the region. Don't think I will have a chance to ask him direct about IBM head problems, nor do I think he would answer, but I am interested in hearing his take on the overall relationship and trying to get a sense of any cooling or toe-circling. By the way, Kathy Braun will be in the group as well I am told, making a last tour of the region.
I am still more excited about the notion of RDRT working on an advanced head with RDRT.
As long as we are flinging rumors carelessly, I am also hearing some rumblings about an APM/Headway deal, though for the life of me, I cannot imagine who would bankroll such an endeavor in this climate. It would require an outside source IMO as neither company has a lot of cash I understand.
In spite of LK's logical warnings I am still more then intrigued by this one. Darned if my old bones aren't telling me they may pull one out of the fire. Hope the market will give them a break and get me back in. Not yet though. Very nimble timing is sine qua non now.
Best,
Stitch |
