SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Read-Rite

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam who wrote (4538)1/26/1999 11:33:00 AM
From: Alan Casey   of 5058
 
Just starting to research this company, but ~ 50% revenues attributable to WDC, the weak sister in the industry concerns me. Conversely, the Maxtor business appears to be growing which is a plus.

If someone acquires WDC and utilizes in house capacity to supply heads, it would seem to me RDRT would be in huge trouble.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext