Quarter 6 Months Current Prior Current Prior
From Seagate's 10-Q for the period ended 1/2/98: $1,673,327 $2,400,156 $3,568,834 $4,460,981
From WDC's 10-Q for the period ended 12/27/97: $ 969,564 $1,118,647 $2,059,728 $1,001,762
From Read Rite's 10-Q for the period ended 12/31/97: $ 261,371 $ 251,588
Ratio of Seagate's vs. WDC's: 1.726 2.146 1.733 4.453
Read Rite's Sales as a percentage of WDC's sales: 27.0% 22.5%
Read Rite's Sales as a percentage of Seagate's sales: 15.6% 10.5%
My conclusion is that Seagate can have more effect in the future of RDRT than WDC.
IMHO, Dennis |