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Technology Stocks : Read-Rite
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To: Stitch who wrote (4866)3/1/2000 11:06:00 AM
From: Mark Madden  Read Replies (1) of 5058
 
Stitch -

Thank you for the shipping information on SAE-TDK. It sounds like RDRT's time to market advantage is over. They predicted the introduction of their 15gb per platter heads this month and qualifications by June at their January conference call. We will find out if they are meeting their schedule goals soon. They introduce loud and clear.

I think I remember an SAE-TDK statement that they also expect 100% growth per year. This should put them on a similar schedule. However, they are a lot quieter with their new product introductions.

Regards,
Mark
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