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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 162.40

+2.9%

3:59 PM EST

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To: Sam who wrote (6036)	4/9/1999 11:17:00 PM
From: Frodo Baxter	Read Replies (1) of 9256

Since CPQ is the top OEM, they also happen to be the top customer for SEG QNTM WDC. Interestingly, DELL is the top customer for MXTR, mostly because they qual MXTR's first-to-market products quickest. Regarding CPQ's miss. Don't forget that when the market is flat and not growing, there's always some share-swapping. CPQ has come up empty the past two years. But if it wasn't them, it would have been someone else. As for IBM-WDC. The way I think of it, WDC has become IBM's MKE... except they have to buy their heads from the equivalent of MKQC, as it were. BTW, WDC still needs to float $40 million in stock to pay off IBM. Check it out: sec.gov Also, WDC has said a) revenue down, unit down; b) take charge for merging desktop and enterprise drives; c) take charge for Komag deal. Does anybody even give a damn that they also said d) they won't miss earnings (more accurately, the lack thereof)?

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