SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?


To: Glenn D. Rudolph who wrote (7643)11/15/1997 9:34:00 PM
From: Xpiderman  Respond to of 11057
 
IBM has new read head -- so (what)?

IBM got plenty of headlines this past week about its new read head that can
double the capacity of today's disk drives. The firm will start shipping the giant
magnetoresistive (GMR) head in December, but don't expect it to have much of
an impact on the drive market anytime soon. The storage industry historically is
slow to adopt MR innovations, Mark Hachman writes in EBN.

For example, next year just half of all disk-drive makers will have adopted an
earlier version of the MR head. And that head is already six years old! The GMR
heads are twice as sensitive as the older MR devices, making it possible to pack
more information onto a disk surface. "Though it seems like a quantum leap in
performance, the fact is that you don't immediately need GMR heads to compete
in the disk drive business," says TrendFocus's Mark Geenen.

techweb.cmp.com



To: Glenn D. Rudolph who wrote (7643)11/16/1997 1:56:00 PM
From: Berney  Read Replies (2) | Respond to of 11057
 
Glen,

Any of us that bought WDC a month or mor ago ago are facing a
bloodbath. Clearly, when the issue is presented, we must ascertain
whether mgmt is of assistance or part of the problem. I was impressed that
WDC mgmt came forward 5 weeks into the quarter, as it was not
required. On the otherside, QNTM mgmt comes out and says its not
our problem. We'll see!

Berney