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

To: PeterR1700 who wrote (7649)	11/17/1997 4:50:00 AM
From: Pierre-X	Read Replies (1) \| Respond to of 11057

Re: WDC Customers You said: Pierre/ALL - awhile back, I bought WDC at $38 based in part on information I thought was accurate. And that was...WDC was a (if not "the") major supplier to both Dell and CPQ. All the major PC co's have (at least) two disk suppliers qualified -- a primary and a backup. But keep in mind these are contract sales. Nothing prevents CPQ from buying Fujitsu drives by the truckload in the spot market -- and they probably ARE. WDC is a qualified supplier with both CPQ and DELL, but I don't know whether they rated primary or backup status. My guess is ... well I won't burden you with idle speculation. I'll dig through the filings once more. It would be educational to put together a table of all the tier 1 venders (and tier 2 as well perhaps) along with their qualified suppliers for each major component. Pierre