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Technology Stocks : Read-Rite

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To: Zeev Hed who wrote (3841)	8/3/1998 6:06:00 PM
From: Stitch	of 5058

Zeev, There is a "weighty" rumor running about that Samsung is back at the table talking with AMC (APM). I do believe there was truth in the rumor that they talked before. Samsung would very much like to begin the process of vertically integrating heads. I have not heard or seen a single thing that convinces me that there is a new round of discussions but if it were true I do not think it would come to fruition. APM is hardly a jump on to the fast track IMO. besides, the last time I bought on rumor it was the WDC/IBM thing. Little did I ever suspect that they were talking about what they were talking about. My worse buy this year by far. Best, Stitch

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