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To: Donald Isenhower who wrote (3012)5/2/1998 5:37:00 PM
From: CPAMarty  Respond to of 5058
 
regarding IBD on IBM......

"But wouldn't IBM then be exposed to the same dynamic of shrinking prices that has plagued other makers of desktop PC drives?

Not really, says Walling. The high end of the market will increasingly demand superior performance. And new drives built with GMR technology will establish clear performance superiority for high- end PCs."

As far as GMR goes, it seems clear that whether it is the disk drives IBM sells or their OEM parts business they are targeting the high end

It is not clear whether if IBM views the market segment independent head-makers like RDRT
However is is unlike IBM to be the low cost producer



To: Donald Isenhower who wrote (3012)5/2/1998 6:03:00 PM
From: CPAMarty  Read Replies (1) | Respond to of 5058
 
from Barrons 5/4/98 edition pp. 19-20

Poyner also expects Gateway's profit margins to stop increasing and perhaps shrink. He notes that rivals such as Compaq and IBM have been slashing PC prices. That, he believes, will hurt the entire industry. Margins could also come under pressure as the price of computer parts, which has been falling, could soon begin to flatten out or even rise.


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