Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 187.18

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Dec 11 3:59 PM EST

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To: Gottfried who wrote (5000)	11/27/1998 2:16:00 AM
From: Bill Martin	Read Replies (1) of 9256

There seems to be a lot of interest building in IOM. I'm not really up on them, but can someone explain to me the attraction of their basic business? It seems to me that they could be pretty much out of business once the DVD-RAM type drives hit the market in volume and reduced prices. When the DVD-RAM type drives are out in volume and even Panasonic, et al, are churning them out like 3.5" floppies, where does it leave IOM? Thanks. Bill

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