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Technology Stocks : Read-Rite

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To: Tom Simpson who wrote (3561)6/21/1998 2:15:00 AM
From: Stitch  Read Replies (1) of 5058
 
Tom, Marty;

<<>Maybe RDRT can sell some heads to Fujitsu.<

>Its always possible Marty. All they have to do is persuade Fujitsu to take them.< >>


I won't be surprised to see a deal of some kind here, along the lines of contracted assembly of stacks. RDRT is likely closing their Penang stack asy plant in favor of their Manila location which is very close to the huge Fujitsu campus there. This is busines RDRT wouldn't have considered 18 months ago (if it should happen).
Best,
Stitch
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