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Technology Stocks : Read-Rite

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To: Stitch who wrote (4185)	10/29/1998 1:25:00 PM
From: Z Analyzer	of 5058

<<I noticed that and it has sent me searching with not much feedback yet. For the same reason that Jeff mentioned I would have guessed that the decline in head/media count would continue. It was the rapid advent of MR that caused the decline to accelerate in the first place. Why wouldn't GMR do the same especially since it appears Fujitsu and IBM are moving rapidly to those heads? I am still asking and will post whatever I learn. Would welcome comments from anyone else.>> The best guess I would have is that higher growth in the high platter count enterprise drives could be more than offsetting reduced platters in the desktop. Which raises the question of what percent of RDRT's production is enterprise oriented.

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