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Technology Stocks : Read-Rite
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To: Gottfried who wrote (4861)2/24/2000 9:29:00 PM
From: James Calladine   of 5058
 
THE FOOD CHAIN:

Presumably if the leading independent head manufacturer cannot make a profit then they have to go bust, then the
captive head manufacturers are faced with having to add capacity which cannot be justified economically.

Eventually, the disk drive manufacturers decide:

SCREW THIS, WE ARE GOING TO MAKE A PROFIT.

As an investor, I am not inclined to wait around and see
who is left at the end of this nuclear holocaust.

Best wishes,
Jim
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