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To: William Wang who wrote (3179)	5/14/1998 1:52:00 PM
From: Dennis R. Duke	Respond to of 5058

Good one! If the houses are willing to say this before announcements that were mentioned might be coming it will be interesting to see what happens when a 2.8 qualification hits the street. I can't wait to see it!!! Dennis

To: William Wang who wrote (3179)	5/14/1998 1:58:00 PM
From: Tom Simpson	Respond to of 5058

That is a fair analysis. But the open question is who books capacity in the coming quarters and in that regard, the WDC 50% share is somewhat suspect. Quote from Chuck Haggerty remarks on IBM deal on WDC website... >In recent quarters, IBM has become our largest supplier of MR heads.. >They supplied about 50% of our MR heads in the March quarter and >with this agreement that share could rise depending on the success of >this relationship. I would just point out that IBM got that share so fast that a lot of folk still haven't noticed. Seagate would have to change direction and pare back its own head operations before RDRT has a big target there. That leaves them looking East....Samsung, Maxtor, MKE/QNTM. >However, we think that it is very important to remind investors that >the risk level is very high, Its worth thinking about....... Best Regards......Tom