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Technology Stocks : Read-Rite
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To: Robert Schling who wrote (3145)5/13/1998 2:29:00 AM
From: Stitch  Read Replies (1) of 5058
 
Robert;

<<Putting myself in the shoes of DD producers that compete head-to-head with IBM,I would certainly not want to put myself etc etc>>

I think your whole post which started with the above caption states the most articulate case for a RDRT investment that could exist. However, it would be a case for the bottom fishers which is a viable strategy, just not one I would use. I prefer to see value and I am concerned over the medium haul whether RDRT has value. I would feel a lot more comfortable with them if they had their arms around MR quals.
(Sorry for the delayed response..was away on a much needed break)
best,
Stitch
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