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Technology Stocks : Read-Rite
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To: CPAMarty who wrote (4009)9/11/1998 6:18:00 PM
From: Stitch  Read Replies (2) of 5058
 
Marty,

Look for new quals from RDRT at Fujitsu and Seagate but not before November/December IMO. I agree with someone's observation earlier that RDRT needs to focus on yield and response time. What we really want to see now is the next earnings report. We need to see better financial performance, improved yields, and an indication that inventory problems in the channel have been ameliorated. In the meantime I suspect the price of RDRT will be pretty much market dependent. No break-aways here IMO.

Incidentally, 70% overall yields would be fantastic. Overall yields should be defined as starts less shippable product (at stack assembly level). Unless things have changed dramatically I think a 70% overall yield is a bit high to expect.

Best,
Stitch
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