Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 250.32

-10.1%

Jan 30 3:59 PM EST

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To: Mark Oliver who wrote (5488)	2/8/1999 10:48:00 PM
From: La Traguhs	Read Replies (2) of 9256

Mark (et al), Hey RDRT/WD/IBM fans, check out this statement in the WDC S-3A filing this PM: "IBM will be our sole supplier of the head components for desktop hard drives manufactured under this agreement". No sweat yet, but if the IBM drives continue (as WD forecasts they will) to be the majority of WD's product stable, it could spell "ouch" about the end of this year for RDRT. Any thoughts?? Regards, LT

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