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

To: shane forbes who wrote (9269)	5/2/1998 12:39:00 PM
From: CPAMarty	Read Replies (2) \| Respond to of 11057

where does one obtain info on TKD/SAE?

To: shane forbes who wrote (9269)	5/2/1998 4:02:00 PM
From: Tom Simpson	Read Replies (1) \| Respond to of 11057

Shane, Good guessing.... QNTM was first (if u don't count IBM and Asia). Seagate was slow, had their problems getting their own MR production untracked, and seemed to lose the handle on their internal transition not to mention the market itself. WDC deliberately clung on to TFI along with APM. It looked like a smart strategy until fall. Ahhh that my foresight should equal my hindsight!! RDRT painted itself the MR head supplier, but most of the units coming out were actually TFI units and a lot still are. Image and illusions can temporarily dominate reality in the public eye. WDC will probably be the MOST adept at changing to MR .... but they are late in doing so and paying the price for that. With poor RDRT sandwiched between SAE/TDK and IBM as competitors for WDC's MR business, its hard to see rich pickings there. APM got dropped like a hot potato. Tom