Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 159.64

-2.4%

11:31 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: CPAMarty who wrote (5495)	2/9/1999 4:06:00 PM
From: La Traguhs	Read Replies (2) of 9256

Marty, Well, that's exactly my point. I think if you read between the lines, WD is posturing to be the "low cost" manufacturing arm of IBM. As such, you could easily see the majority of DD's produced by WD will be (by technical necessity also) IBM's design. Assuming that does happen, and they stay the course of just IBM heads (i.e. no dual sourcing), that doesn't bode well for anyone else. The time frame is the real issue. Re your question <in the second half of 1999 (what) is the percentage of WDC GMR output that is NON-IBM designed?>. Just an opinion, but I don't think it will be very high compared to IBM GMR programs. Reason: why bust your pick (and money you don't have) designing a GMR drive when IBM hands one to you?? Regards, LT

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next