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

To: flickerful who wrote (7304)	11/10/1997 8:45:00 AM
From: flickerful	Read Replies (1) \| Respond to of 11057

some info on GMR technology and wdc... techstocks.com an excerpt: Given that backdrop of the integrated players' moves, what are the virtually integrated players like QNTM, WDC, etc going to do? Both QNTM and WDC have indicated higher R&D spending to catch up. WDC is headed by Haggerty who used to work at IBM. I believe that WDC has a licensing agreement with IBM that requires it to pay for the use of a multitude of IBM disk drive-related patents so I think we can expect WDC to pay IBM's price for its heads and technology to keep up. QNTM has broad cross-licensing agreements with Seagate and IBM so I am assuming that it can, for a price of course, keep up by paying the requisite licensing fees.