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Technology Stocks : Read-Rite

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To: Stitch who wrote (4863)2/25/2000 11:20:00 PM
From: Mark Madden  Read Replies (1) of 5058
 
Stitch,

Thanks for the help identifying RDRT competition.

<Plain and simply them. By most counts SAE-TDK is the leading supplier>

I find it difficult to find much information on head makers. Does SAE-TDK have 10gb per platter heads? Will they soon? I see RDRT's news conferences each time they gain a qualification. The others are quiet.

I am seeing tons of new drives in distributor channels that look to be 10bg per platter drives. I am fairly sure this is where the sales are this quarter. RDRT may have some time to market gains but I have no idea how long it may last or even if it exists at all.

Regards,
Mark

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