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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Bilberry who wrote (1348)	10/25/1997 1:41:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Bilberry, from the IBM site you linked: >>IBM has shipped over a quarter of a billion MR heads to date.<< Most of those were shipped internally. IBM had its first DD with MR heads out in 1991. Nobody knows MR better - and others can't just copy IBM. Too many tricks and trade secrets. That's why IBM 5 (?) years ago sued SEG and an ex-IBM employee who had known about the IBM MR family jewels. GM

To: Bilberry who wrote (1348)	10/26/1997 11:45:00 AM
From: T Bowl	Read Replies (1) \| Respond to of 9256

Bilberry - In the WDC CC they stated that IBM/RDRT are supplying the 2.1GB heads, APM the portfolio heads. I know that IBM is also supplying heads to Samsung(as of Apr97), their first outside supply they said(I think). FWIW, in the RDRT CC one of the ANALysts mentioned that he had heard all of the DD manufacturers say that the IBM head is very expensive. He asked if RDRT heard this as well. They glossed over the question and said IBM is definitely a competitor. I don't know if that has cleared anything up, but it's info. todd