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Technology Stocks : Read-Rite

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To: NasdaqStud who wrote (3151)	5/11/1998 10:08:00 PM
From: MKL	Read Replies (2) of 5058

First, RDRT is paying a lot for these 2 experts. I hope they are getting the required returned on investment. Second, >> RDRT dominated 2.1 << IBM wasn't in the Head business yet. As for Quantum, they now buy from the Japanese because MKE makes the manufacturing decisions. I would be surprise to see if QNTM buy any significant number of heads from a US supplier. It would be a coup for a US supplier if a Japanese disk drive maker buy from them. Yes, you are right, basically it all depends on technology. If WD was at a disadvantage to SEG/QNTM then it may not be with anymore with the IBM deal. Then would it not be possible for WD to now gain share from SEG and QNTM. In this scenario, RDRT would be the loser since WD is buying most of the heads from IBM and SEG/QNTM needs to buy less due to selling less drives. Happy Investing

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