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To: Stitch who wrote (3056)	5/4/1998 9:32:00 PM
From: Frodo Baxter	Read Replies (1) \| Respond to of 5058

Yep, first we have virtual integration, now we have virtual consolidation. Looks like the idea of being an indy head supplier is fast becoming passe. When it all shakes out, looks like there'll be an IBM/WDC/Maxtor(?)/NEC(?) axis, a SEG/RDRT axis, and a QNTM/MKE/TDK axis. This is waaaaaaayyyyy too strategic and long-term for me, and there's no way to play this other than in the manner in which I've doing for the past few months. >Seagate must still perform on MR/GMR even though they have also established relations with TDK/SAE. When was this?

To: Stitch who wrote (3056)	5/4/1998 9:44:00 PM
From: Tom Simpson	Read Replies (1) \| Respond to of 5058

>Seagate must still perform on MR/GMR And that is my main worry with Seagate. They do know how to design and make drives, and how to sell them, especially at the high end. But I've yet to sense any manufacturing excellence in components where they have spent a bundle. This vertical stuff is tougher to do well than it looks on paper. >Hope you get your bounce. Not me. I was just good wishing for the thread. I took my medicine and dumped my APM when WDC missed their numbers pretty badly last fall. Never did get into RDRT, even when it was a bargain basement steal at 20. Best Regards.....Tom