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: Pierre-X who wrote (8000)12/4/1997 10:22:00 AM
From: stkinvestor  Read Replies (1) | Respond to of 11057
 
They would buy the GMR heads from RDRT which in turn get the technology rom IBm. But it would take a while, may be by the end of next year.



To: Pierre-X who wrote (8000)12/4/1997 10:39:00 AM
From: William T. Katz  Respond to of 11057
 
Re: GMR

My understanding is that IBM is licensing the tech out to 3rd parties (like RDRT) but will also be producing heads in house for sale. Not sure about the platters. Someone else had posted some rumor from an analyst that WDC would try something new ... I'm just speculating on what they may do if they have to take a hit. From the actual estimates of GMR, I think that the volumes would be quite small until end of 98 anyway.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News