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Technology Stocks : Read-Rite
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To: CPAMarty who wrote (4783)6/29/1999 10:50:00 AM
From: Mark Oliver   of 5058
 
<I think that i will wait - RDRT will probably warn like the drive companies have. >

Seems so obvious that RDRT will warn and yet the market is not really running for cover. Curious.

It was just 6 weeks ago RDRT announced again the leading areal density lead. At what stage do they take this into a money making position. We get the feeling they don;t have what it takes to compete with TDK and ALPS. Why not? When does this technology hit some useful stage.

Regards,

Mark
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