Read-Rite Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Read-Rite

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: NasdaqStud who wrote (3379)	6/1/1998 11:10:00 PM
From: Stitch	Read Replies (1) of 5058

"Stud" <<Quantum is buying very little product today from its JV parnter MKE. This may be very bullish news for RDRT>> Wrong again. What Quantum buys from MKE are disk drives. If they are not buying much these days it means they are not shipping drives. The head operation has never been a large per centage of the supply of heads going into QNTM drives as they still have not successfully ramped up. In other words there is either no news here or bad news here. But certainly not bullish news for RDRT. Keep your eyes on the quals, specifically WDC, Maxtor, and Seagate. Its the only hope left. Stitch

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next