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To: Zakrosian who wrote (10633)	12/5/1997 4:48:00 PM
From: Rational	Read Replies (2) \| Respond to of 12298

Zakrosian: WDC also reportedly stated that RDRT's MR heads were looking very good, and that APM had fumbled badly. Would you please provide a reference for this, i.e., where and how this was stated. Thanks in advance. Sankar

To: Zakrosian who wrote (10633)	12/5/1997 5:37:00 PM
From: Mark Adams	Respond to of 12298

WDC also reportedly stated that RDRT's MR heads were looking very good, and that APM had fumbled badly. I listened to the CC WDC held, and they made no referecne to APM outright. They did express disappointment with their 1.7 program, which could be due to a number of factors. Somebody else probably tagged on the 'APM fumbled badly' part, which seems to be the common consensus following the CC, though WDC has not said that to my knowledge. I think we are heading to an MR glut, though it may be a few months. This means margin pressures for RDRT and APM.