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

To: Pierre-X who wrote (2632)	3/2/1998 6:23:00 PM
From: Gottfried	Respond to of 9256

PX, > IBM is one of WDC's largest customers! Aren't they?< I don't know. But I checked. WDC Feb'98 quarterly report sec.yahoo.com During each of 1995 and 1996, sales to Gateway 2000 accounted for 11% of revenues. During 1997, sales to IBM accounted for 13% of revenues. For the six months ended December 27, 1997, sales to Compaq and IBM accounted for 14% and 12% of revenues, respectively. IBM is indeed a large customer of WDC. I don't see why IBM would want to acquire the laggard in the adoption of MR technology. Gottfried