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Technology Stocks : Read-Rite

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To: CPAMarty who wrote (4465)1/3/1999 4:26:00 PM
From: Mark Oliver   of 5058
 
Questions in general of which you might be able to glean a single question for the conference call.

- What is the arrangement for paying Lawrence Livermore and will they continue to use them? Do they have exclusive rights to all technology developed at LLL?

- Cluster Heads for Quantum's SDLT. Still on track? Any chance of selling heads for DLT? And the big one, and new programs for a Quantum disk drive?

- Last quarter they announced their first enterprise drive program. Have they gotten any new programs?

- How many GMR programs have they got? What customers are the most aggressive about adopting GMR?

- Last quarter they mentioned an increasing head count per drive possibly attributed to selling a larger percentage of higher end heads. Any changes in this trend? What is their experience with average heads per drive?

Also, I'll link my notes from last quarter's CC which might stimulate some questions about their projections. Message 6118989

Regards,

Mark
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