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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 236.39

-2.8%

Jan 23 9:30 AM EST

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To: Tom Simpson who wrote (7758)	1/11/2000 5:20:00 AM
From: Stitch	Read Replies (3) of 9256

Tom, <<Am I missing something here?????>> Not at all. You are right on target...as usual. Thanks for the thumbnail. I suspect this is going to be a telling 3 months for RDRT. Time for a white knight. I can't really think of anything else. The finally dead and forgotten APMs departure doesn't make a ripple. Likewise the departure of Samsung's ill thought out head making venture and Yamaha's swan song. Headway (a privately held maker of finished wafers (that are then sliced and diced into sliders by their customer) is in a joint venture with SAE. They reputedly have vary good material. In the meantime both Hitachi, Fujitsu, and Seagate are showing gains in GMR production (per street talk). So where does this leave these guys? Tom, I don't think I need to tell you. Best, Stitch

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