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Technology Stocks : Read-Rite

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To: CPAMarty who wrote (4465)1/3/1999 12:41:00 AM
From: Stitch  Read Replies (1) of 5058
 
Marty,

<<Seems to me that it is time for a strategic alliance with a partner that has the capital to fund the necessary R&D to keep up with IBM.>>

Don't forget Seagate and Fujitsu as well. They have huge budgets by comparison to RDRT. While SEG has not been especially noted for R&D they seem to be stepping up to the bar. The question to RDRT is how they expect to bring anything to the table when compared to the war chests of these much larger companies. What other forms of partnerships might we see? As far as I know no one has talked about "beyond GMR". Is it holographic or another form of recording? Ask them what will be the dominant recording technology 5 years from now and 10 years from now (and how they will fit into it).

Thanks Marty.

Best,
Stitch
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