Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 165.24

+3.2%

9:40 AM EST

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To: Z Analyzer who wrote (9146)	6/25/2002 10:48:54 AM
From: Robert Douglas	of 9256

S & P has this on RDRT: RDRT has had difficulty making the transition to its new 40GB platter products; this led to a significant reduction in revenue expectations and has opened the door competitors to take market share. We are disappointed by recent developments, particularly in light of the greatly improved cost structure RDRT developed over the past year. The company’s financial picture remains strong, with close to $1 a share in cash and short-term investments. However, we are concerned about the ongoing execution issues and RDRT’s ability to rectify the problem in a timely and efficient manner. Who are they losing market share to? Is this problem getting corrected? I wouldn't touch the stock without answers to the questions on competitive issues.

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