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Technology Stocks : Read-Rite

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To: Mark Adams who wrote (3042)	5/4/1998 1:59:00 PM
From: T Bowl	Read Replies (2) of 5058

<<One thing to keep in mind is the disparity in company sizes. IBM could supply 95% of N's head requirments, leaving only 5% for poor old RDRT and APM. But if 5% of N's requirements equate to 90% of RDRT's capacity, then RDRT isn't hurt by N's decision to add IBM as a supplier.>> Listen to the WDC CC. Last Q IBM supplied 50% of the MR heads to WDC! That's not small potatoes and that's before this agreement. WDC will leapfrog and strive to stay right at the bleeding edge with IBMs help(in all areas, not just heads). That's what they've been talking about in the last few months when they said "we're going to change the game soon." RDRT(and APM) are not capable of playing this leading edge. The WDC relationship was great for those 2 when WDC lagged the tech curve. Those days have passed. Do the math. 5mil DDs, 6 heads/DD(maybe). 30mil heads.... Work it out. RDRT and APM have lost significant revenue due to this. Work out the math. todd

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