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To: CPAMarty who wrote (3354)5/28/1998 11:52:00 AM
From: Stitch  Read Replies (1) | Respond to of 5058
 
marty,

IBM does have a bad record on OEM commitments. Seagate would never do any business with IBM again. Lots of bad blood there. IBM has a history of failed commitments on sales of media and drives but to my knowledge not on heads yet. But that history is there.

I don't think it will be the case re the WDC agreement. There is more to the WDC then a simple OEM supply agreement.

best,
Stitch



To: CPAMarty who wrote (3354)5/28/1998 12:14:00 PM
From: T Bowl  Read Replies (2) | Respond to of 5058
 
Marty

It's a technology agreement as well as head supply. IMO it MUST work for WDC to survive and thrive in this DD market. They lack all of the technology required to stay in front of the areal density curve. The slow MR transition was brilliantly executed by WDC IMO(almost, they just stretched it a few Qs too long and it bit them in the a**). It was a fluke, it won't happen again for a while; WD knows that. WDC needs IBM right now.

todd


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