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Technology Stocks : Read-Rite

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To: Stitch who wrote (3981)	9/2/1998 5:22:00 PM
From: Yogi - Paul	Read Replies (1) of 5058

Stitch, <<I may have a chance to meet with Chuck Hagerty soon (in a group) who is coming to the region.>> I would be interested in your impressions of Chuck's mindset. I really can't figure out what WDC's "plan" is. If they talk about units shipped instead of profits booked, I'd like to hear about it. Very tired of the disk drive sector's adoption of the Asian economic model. "Lose money on every sale and make it up in volume." If you decide to "report back" on this encounter, don't be shy about expressing your impressions along with the facts. Your impressions have been more valuable to me than most people's facts. Yogi Be careful out there

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