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Technology Stocks : Read-Rite
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To: T Bowl who wrote (3041)5/4/1998 1:52:00 PM
From: Mark Adams  Read Replies (1) of 5058
 
One thing to keep in mind is the disparity in company sizes. IBM could supply 95% of N's head requirments, leaving only 5% for poor old RDRT and APM. But if 5% of N's requirements equate to 90% of RDRT's capacity, then RDRT isn't hurt by N's decision to add IBM as a supplier.

My take on this is WDC wants to leapfrog. This is good for WDC, though I wonder about who's going after the low end. Its less than ideal that neither APM nor RDRT have qualified higher end heads.
Yet in the race for survival of american DD mfgs, they need to compete with the asian players on the 2.8 & 3.4 playing field and are indeed in a catch up role IMO.
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