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Technology Stocks : Read-Rite
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To: TimKP who wrote (4063)9/23/1998 11:27:00 AM
From: Stitch  Read Replies (2) of 5058
 
TimKP,

I have to concur with Mark's post but , I am also at Diskcon, and hearing much the same as Mark is. It looks as though RDRT may very well be putting the right things in motion. I still hear troubling storys of organizational confusion, especially amongst the RDRT vendor base. But I believe that this is a problem that has been recognized internally and will be changed over time. I see evidence of that in SE Asia where organization changes suggest a more traditional heirarchial structure.

I also have seen their head stack assembly plant in manila where they are doubling there capacity with a new building. The current factory is at full capacity again. This is a good sign of renewed order levels. I hope this is not just a seasonal event and that renewed business levels are sustainable through the current buying. I believe that the DD industry is slowly making its way out of its morass and now believe that RDRT may be in a position to regain previously lost ground.

I am also back to long on RDRT.

Best,
Stitch
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