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: John Ritter who wrote (4694)3/26/1999 3:05:00 PM
From: Mark Adams  Read Replies (1) of 5058
 
HTCH echoed RDRT's order pullback announcement. The sector is weak, and if you notice the Compaq/IBM's of the world also not quite positive. The distributors, IM/TECD/ICO are also saying order run rate lower than expected.

So, I think we are seeing a decline in end demand for built systems, which has trickled down to RDRT/HMTT/HTCH. I shouldn't say that Michael Burke has argued this is happening for 18 months, should I?

Long a good portion of those stocks hurt by the industry slowdown, including RDRT.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News