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


To: stkinvestor who wrote (8003)12/4/1997 11:04:00 AM
From: Pierre-X  Read Replies (2) | Respond to of 11057
 
Re: GMR Leapfrog

Think about this: ASSUMING that GMR is cost effective relative to MR, WDC would have to obtain their supply of components from vendors. If GMR -was- cost effective, what would prevent everybody else from transitioning to GMR, using the supply from RDRT and whoever else?

Seems to me like the biggest winner from an early GMR ramp is IBM.

PX