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To: CPAMarty who wrote (4455)12/23/1998 4:47:00 PM
From: Yogi - Paul  Read Replies (1) | Respond to of 5058
 
Marty,
I don't know. Maybe I'm being to simplistic but GMR does not appear to be "ready for prime time". The technology is starting to push the limits of the magnetic effect making economically viable yields difficult to achieve.
An easy decision would be "no sense pushing it" when we can satisfy market demand with MR heads.
Sort of the WDC-APM bear trap of a couple of years ago redux.

Remember, I'm on the outside looking in,

Yogi



To: CPAMarty who wrote (4455)12/24/1998 6:19:00 AM
From: Frodo Baxter  Read Replies (2) | Respond to of 5058
 
Idiot analyst got it wrong. WDC is still the 50% customer, not MXTR. Which means that there's still significant probability that RDRT's numbers can fall off a cliff due to IBM-WDC deal.

Remember, those new WDC drives are sole-sourced by IBM. Enterprise won't help much, either. Too small of a portion of WDC's revenue.

At least they won't have to fight with APM for the leftovers ;)


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