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Technology Stocks : Read-Rite

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To: CPAMarty who wrote (2671)	12/14/1997 12:04:00 AM
From: FNS	Read Replies (2) of 5058

Marty: <<Penang State Keeps Its Edge, For Now>> It looks like Komag will bed making thin-film drives much cheaper than SEG was able to make in Singapore! And that tells me that Komag will be dumping drives on the market along with Japanese makers to compete/drive prices down further... Unless thin film, MR, and GMR disk drive demand requirements increase, I see only a few companies surviving, one of course being IBM -- possibly RDRT, much depending survivablity of WDC and their other customers....APM has missed the boat! (thin-film no longer bread and butter!) DD makers supplying DELL and CMPQ will bearly survive. I wouldn't be surprised if RDRT pre-annouces AGAIN! Please, someone convince me otherwise! FNS

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