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Technology Stocks : Read-Rite

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To: FNS who wrote (2716)	1/5/1998 6:58:00 AM
From: T Bowl	Read Replies (1) of 5058

<<But is RDRT tooloing up/considering any production??? IBM has gotten most of he press on GMR>> GMR isn't viable due to current costs until the areal densities get a little higher than they are today. Need to be around 3Gb/in^2 is the estimates(approx 4GB/platter is the crossover point) I don't think you'll see these until around early 1999. Until then MR will rule. Most don't really view the GMR announcement from IBM as all that threatening right now IMO. todd

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