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

To: Gottfried who wrote (1634)11/25/1997 7:16:00 AM
From: T Bowl  Read Replies (1) | Respond to of 9256
 
GM -

A more complete article about the Samsun agreement:
ssdweb01.storage.ibm.com

Yeah, sounds as if IBM has put up a LOT of money to build this OEM MR biz. What caught my eye was <<IBM expects to ship more than one million MR heads to Samsung this quarter and several million additional heads by the end of 1997>> especially when I saw this:
ssdweb01.storage.ibm.com

Looks like they missed on the timing? I sure hope so(long RDRT) and then:
dljdirect.com.

Note the wording <<Read-Rite has been selected as the primary
supplier for Samsung's SpinPoint desktop MR hard disk drive program>> This is unusual to put it this way. In most PRs they say "a primary" supplier(like the WDC 2.1 announcement). What happened to IBM? Am I reading into this? (I've got a call into Steve Polcyn.)

todd



To: Gottfried who wrote (1634)11/25/1997 1:51:00 PM
From: Gus  Respond to of 9256
 
Thanks, GM, Todd.

My understanding is that Samsung is using IBM for its 1.6 GB/platter program and RDRT for the 2.1 GB/platter since I think IBM is going to leapfrog the 2.1 GB and roll out its higher density MR heads. I don't know which one IBM is going to roll out to compete vs SEG's 2.3 GB/platter desktop program coming out early next year, but it does have MR heads all the way up to 3.5 GB/platter. Production yield is probably a factor in that decision.

Gus


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