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Technology Stocks : Read-Rite
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To: MKL who wrote (3152)5/12/1998 3:39:00 PM
From: Tom Simpson   of 5058
 
>SEG/QNTM needs to buy less due to selling less drives.
and even should they sell more drives, SEG is awash in head capacity, if they can just figure out how to make it work, and, as you previously pointed out, MKE looks close to home first for their heads.

It sure does look like tough sledding....now someone say "Looks can be deceiving". That is true too...:o)
Best.....Tom
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