Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 162.40

+2.9%

Nov 17 3:59 PM EST

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To: Henry W Singor who wrote (6423)	5/24/1999 4:54:00 PM
From: Sam	Read Replies (2) of 9256

Henry, <<I would thus expect that [IBM] will give back a large part of these revenue gains although the profitability of their drive operations will likely improve.>> Why will the profitability of IBM's drive operations improve if they are no longer the areal density leader? And do we know that they are profitable? How do we know this? s.

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