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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: CPAMarty who wrote (5495)	2/9/1999 3:51:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 9256

Marty, LT mentioned in a post that Dataquest is projecting a further decline in heads/disks per drive. That's about the only statistic/projection that matters to me anymore when RDRT or KMAG is discussed. Short RDRT at 14 and change. Worried about Conner, they could make an announcement concerning RDRT and change everything. Screw it, despite the market, I increased EMC, IBM, CSCO, UIS. New buy SEG. Getting roughed up in all those. Bailed out of CPQ, DELL. Nasdaq down 87? Jeez. Yogi

To: CPAMarty who wrote (5495)	2/9/1999 4:06:00 PM
From: La Traguhs	Read Replies (2) \| Respond to of 9256

Marty, Well, that's exactly my point. I think if you read between the lines, WD is posturing to be the "low cost" manufacturing arm of IBM. As such, you could easily see the majority of DD's produced by WD will be (by technical necessity also) IBM's design. Assuming that does happen, and they stay the course of just IBM heads (i.e. no dual sourcing), that doesn't bode well for anyone else. The time frame is the real issue. Re your question <in the second half of 1999 (what) is the percentage of WDC GMR output that is NON-IBM designed?>. Just an opinion, but I don't think it will be very high compared to IBM GMR programs. Reason: why bust your pick (and money you don't have) designing a GMR drive when IBM hands one to you?? Regards, LT