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Technology Stocks : Read-Rite

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To: Joseph Stumpf who wrote (3083)5/9/1998 11:21:00 PM
From: CoffeePot  Read Replies (1) of 5058
 
Not to be nitpicky but according to RDRT's December 10-K WDC was 51% of their business. Anybody dare to hazard a guess when this slide will end, we're almost at book. Considering buying in when it stabilizes....whenever that might be.
TABLE>
<CAPTION>
CUSTOMERS ----- -------------
1997 1996 <C> <C>
Western Digital Corporation ("Western Digital") 51% 43%
Quantum Corporation ("Quantum") 18% 29%
Maxtor Corporation ("Maxtor") 13% 12%
All Others 18% 16%
------------- -------------
100% 100%
============= =============
</TABLE>
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