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Technology Stocks : Read-Rite
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To: CPAMarty who wrote (3354)5/28/1998 12:14:00 PM
From: T Bowl  Read Replies (2) of 5058
 
Marty

It's a technology agreement as well as head supply. IMO it MUST work for WDC to survive and thrive in this DD market. They lack all of the technology required to stay in front of the areal density curve. The slow MR transition was brilliantly executed by WDC IMO(almost, they just stretched it a few Qs too long and it bit them in the a**). It was a fluke, it won't happen again for a while; WD knows that. WDC needs IBM right now.

todd
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