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Technology Stocks : Western Digital (WDC)

WDC 262.70

-8.1%

Feb 10 3:59 PM EST

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To: fiberman who wrote (9814)	9/12/1998 7:18:00 PM
From: Stitch	Read Replies (4) of 11057

fiberman; <<Do you, or anyone else on this thread, know about the percentage of business from different OEMs>> Those OEM relationships are usually treated like closely guarded secrets so you will seldom see published accounts of % splits etc. However, this information is usually known by industry wags and I would say, based on what I have read, your list for WD is relatively complete and accurate. We can assume that IBM will receive a lot of WDC product next year. H-P I do not know about other then I understand they buy a lot of Maxtor and Seagate products. I think WDC relaxed on the portable business because of the lock up IBM and Toshiba have there. In addition, as you point out, they do not have the technology to compete in that realm of areal density. Fujitsu has, to date, committed most of its 2.5 inch production to demand. That is going to change IMO. Best, Stitch

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