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Technology Stocks : Read-Rite

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To: Richard Rose who wrote (5022)12/16/2000 2:04:42 AM
From: Stitch  Read Replies (1) of 5058
 
Richard,
<<If the doo-doo does hit the fan again in SE-A, how do you see it affecting RDRT?>>

At the moment Asia is a bright spot for RDRT and all the companies in the PC supply chain because growth of PC sales here is in excess of 30% unlike the slowing we see in the US. But if US spending slows down so will buying in Asia which depends so heavily on U.S. markets.

Here is an interesting comment on the economic slowing of the U.S.

businessweek.com

Best,
Stitch
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