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Technology Stocks : Seagate Technology

STX 288.00

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4:00 PM EST

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To: Stitch who wrote (6087)	10/27/1998 8:58:00 PM
From: Gus	Read Replies (2) of 7841

By the way..pretty awesome announcements from Fujitsu... Yep. Late last year we saw IBM and Toshiba/TDK racing to announce the first GMR drives. Now, we have Fujitsu going 100% GMR. The big question is one that you raised previously: will GMR sell well right away? No doubt, Fujitsu has positioned itself well for the future, but, for example, given an AMR disk drive and a GMR drive with the same areal density, won't a PC OEM, mindful of the relatively new and inexperienced channel assembly partners in their camp, choose the more mature AMR drive? Gus

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