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Technology Stocks : Read-Rite
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To: Stitch who wrote (3056)5/4/1998 9:44:00 PM
From: Tom Simpson  Read Replies (1) of 5058
 
>Seagate must still perform on MR/GMR
And that is my main worry with Seagate. They do know how to design and make drives, and how to sell them, especially at the high end. But I've yet to sense any manufacturing excellence in components where they have spent a bundle. This vertical stuff is tougher to do well than it looks on paper.

>Hope you get your bounce.
Not me. I was just good wishing for the thread. I took my medicine and dumped my APM when WDC missed their numbers pretty badly last fall.
Never did get into RDRT, even when it was a bargain basement steal at 20.

Best Regards.....Tom
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