Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 181.44

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To: All Mtn Ski who wrote (7290)	11/2/1999 5:13:00 PM
From: Mark Oliver	Read Replies (1) of 9256

I am a bit disconnected from RDRT, but SEG news sounds positive. How well known is this and when did it become public? Seems to me that when/if APM kicks, it will boost RDRT. IOM popped on the same news when Syquest went under. The market has a simplistic view of the head business. Most don't think there are any other suppliers. RDRT will also be getting some benefit from SDLT when Quantum gets it out. The are qualified to ship cluster heads which have much higher profit and they said a while back that they could be as much as 10% of revenues. This may have changed as Quantum has probably got many more sources today. Anyway, can't hurt. Regards, Mark PS I just realized Hutch is reporting this afternoon. Fingers crossed.

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