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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 157.75+1.5%Nov 26 3:59 PM EST

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To: Z Analyzer who wrote (5944)3/28/1999 12:10:00 AM
From: Mark Oliver  Read Replies (1) of 9256
 
<If WDC is using TSA in any volume, its news to me also. Are you referring to perhaps a low volume IBM drive design drive? >

It was my claim to Stitch that WDC was not a TSA customer. He thought they were buying for an enterprise drive. RDRT qualified on a enterprise drive with WDC. Could they be using TSA through HSA suppliers?

No, I think WD has yet to take the TSA leap, but it won't be for long.

So, what do you think caused this drop in TSA demand? Only making the books look better for end of quarter?

Did Hutch make any comments made on charges for lay offs next quarter?

Regards,

Mark
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