Marty,
>When you say "near term" are you talking 2.8 and 3.4GB
>qualifications?
By near term I mean current quarter plus next. New qualifications won't substantively impact shipments within that time frame. What I look for is the potential for shipments in support of programs they have qualified for.
Go back to the last quarter they made a buck, 9709. Revenue was 318, earnings 15 (million). Last quarter revenue was 187, losses 62. You have to get revenue well up over 250 to have even a prayer of getting to breakeven. The question that begs an answer is who is going to buy an additional 90-120 million in heads per quarter these next two quarters?
>RDRT's CFO has indicated that the problem with transition to 2.8 and
>3.4 was "instability".
Beats me. My first thought when I read that was that they might be purchasing epileptic silicon :o)
I just don't know. He could have been refering to management instability, instability in the labor force, the machinery, the parts, just about anything.
>When do you think RDRT will have to be qualified at the GMR level?
>Will mid 1999 be soon enough,
When it is necessary in order to get more arial density. In other words, it is a function of how far they can take MR.
>What would indicate that competitive technology skills for 1999 and
>beyond?
Winning new quals on 2.8, 3.4, etc.
Best....Tom |
