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Technology Stocks : Read-Rite

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To: NasdaqStud who wrote (3137)	5/11/1998 2:39:00 PM
From: Robert Schling	Read Replies (3) of 5058

To Stud (and Stitch): Putting myself in the shoes of DD producers that compete head-to-head with IBM, I would certainly not want to put myself in a single-source situation with my competitor (buying heads only from IBM). This tells me that non-captive suppliers like RDRT should have a future, as long as they don't get behind in their technology. In this regard, RDRT doesn't exactly look dead. The Western Digital deal is a blow, but not the end of the world. Unfortunately, merchant supplies feel supply-and-demand imbalances the most (both on the negative and the positive side), because DD producers will tend to fill their captive capacity first. Boom, and bust... I like RDRT from a risk-reward point of view at this time. The component makers in general are much closer to their historical valuation lows than the DD producers. Thoughts? Robert

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