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Technology Stocks : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: tom pope who wrote (10477)	9/21/1999 3:18:00 PM
From: T Bowl	Read Replies (2) \| Respond to of 11057

Tom - My best shot from various sources: 1998 10K: The Company's major OEM customers include Apple Computer, Compaq Computer, Dell Computer, Fujitsu, Gateway 2000, Hewlett-Packard, IBM, Intel, Micron Electronics and NEC. During 1996 and 1997, sales to Gateway 2000 and IBM accounted for 11% and 13% of revenues, respectively. During 1998, sales to Compaq accounted for 14% of revenues. My own memory(can't remember where): Top 10 customers ~50% rev Recent Conference call: OEM 65%, channel 35%. "Lost some share to MXTR at IBM a while back" - either in DecQ98 or JanQ99 todd