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To: Gus who wrote (5416)8/7/1998 4:04:00 PM
From: Stitch  Respond to of 7841
 
Gus,

Speaking of EMC:

Message 5440906

<<Do you have any details on IBM's recently announced $1 billion additional investment in their disk drive biz?>>

I expect IBM to increase their assets in China as well as some equipment investments in Media and head mfg., among other things. VECO will be one beneficiary IMO.

Best



To: Gus who wrote (5416)8/7/1998 6:36:00 PM
From: Stitch  Respond to of 7841
 
Gus,

The following leads to a post of mine which contain some must read links IMO.

Message 5443178

Best,
Stitch