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To: Stitch who wrote (7774)4/24/1998 7:26:00 PM
From: shane forbes  Respond to of 9124
 
Stitch: Thanks. I figured the Maxtor profits were a new thing. I was hoping those guys making huge losses would have a problem finding capital to fund R&D and CapExp. but I guess Maxtor at least is doing just fine. Looks like the MR thing helped them leap the competition. Should be an interesting Monday and Tuesday with WDC coming out with earnings or more correctly losses. Gut feeling is that WDC will gain back share but can't say for certain. It all depends on how effectively they convert to MR. Large accounts depend on reliable production and long term relationships. If Maxtor has worked out those types of kinks hats off to them.

Shane.