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

To: John Wang who wrote (8932)	3/13/1998 2:28:00 PM
From: David Harker	Respond to of 11057

John Wang - thanks for the reply. No feelings were hurt - IBM is known for being a good manufacturer, and I was surprised at your statement, thus asked for proof. You are correct that IBM was not pleased with the Roch. Disk operation - speaking only from a cost point-of-view - Asia has much cheaper labor. Quality-wise, it was excellent here. I agree w/ you on WDC being better than most at designing for volume production allowing for more variables in components - they need to, since are not vertically integrated - I think that is a big advantage of WDC - they can 'turn on a dime' - or at least more quickly than more vertically integrated disk co's, should technology change, or costs change, etc. I own lots of IBM and lots of WDC, so I don't care who buys who! :-) No, I have no rumors to report...