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Technology Stocks : Read-Rite

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To: T Bowl who wrote (3682)	7/15/1998 2:49:00 PM
From: Sam	Read Replies (1) of 5058

Todd, Thanks for your notes on the SEG CC. Your last quote says what needs to be said in a nutshell, and is worth repeating: "Even if you have a flattening of total storage requirements, in some since when this happens you need to push areal density even harder in order to reduce components and there reduce costs. Yes we believe that hardware technology is ahead of software - we don't know whether this is a 9, 12, or 18month phenom - we won't speculate on that." Or maybe even longer than 18 months. I still expect SEG to make a run at 30 over the next couple of weeks though, today notwithstanding. RDRT maybe to 12-13, depending on the CC.

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