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Technology Stocks : Read-Rite
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To: Stitch who wrote (4428)12/19/1998 7:10:00 AM
From: CPAMarty   of 5058
 
Thanks Stitch, Gillian mentions the factor currently holding RDRT's stock at this level;

We continue to watch the IBM/Western Digital relationship closely, as roughly 20-30% of Read-Rite's total sales could be at risk if this agreement starts to cover a large piece of Western Digital's volume.

Looks like it will be awhile before we know what RDRT's share of WDC's GMR business will be since it is my understanding that RDRT intends to start GMRat the 6.XGB level. However this info may be much less important if there is a GMR shortage.
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