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Technology Stocks : Read-Rite
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To: Mark Oliver who wrote (2939)4/8/1998 2:43:00 PM
From: Stitch   of 5058
 
Mark;

<<is it also likely to see slow downs from Japanese head makers? >>

I hope to learn something about that in Tokyo next week when I attend the Tokyo Diskcon. Keep in mind, though, that for the near term the investmnents made last year are deployed now. And it doesn't look like they are providing much return for RDRT.

I have been wondering about Yamaha. They weren't quite as bold in investing last year. TDK/SAE seem well set for MR production capacity and technology. I think Fujitsu is just so deep pocketed and so resolved that they will continue to be a force to reckon with no matter what there banking relationship looks like. I wonder aloud how well Maxtor will sustain but they look awesome for now and self reliant. No real need for Hyundai to "pull the plug"

Immediate concerns still revolve around the inventory IMO. The words (warnings) recently from Compaq, Intel, Motorola, Unitrode et al still very bearish in terms of the inventory work off.

I guess I would have to say that RDRT needs to focus on their process. Word is that they continue to have these problems. Beneficiaries continue to be TDK, Yamaha, and possibly Headway. We also mustn't forget IBM's resolve to OEM heads.

I understand your observation Mark but don't see it as a near term boost for RDRT. They need a 2.8 win...soon.

Best,
Stitch
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