Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 176.87

-2.4%

Dec 22 3:59 PM EST

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To: Mark Oliver who wrote (7289)	11/2/1999 4:51:00 PM
From: All Mtn Ski	Read Replies (2) of 9256

With RDRT newly requalified and shipping GMR products to SEG, HDD and MXTR, I have been looking at it as well. The books look awful, but at 3-1/2, it may be a good speculative bet on the DD's. APM looks done, should have shorted it, but oh well. RDRT did say they hope to ship 25 million GMR heads in 4Q 2000. Would that help the books? Tom

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