SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Read-Rite
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: CPAMarty who wrote (4146)10/16/1998 4:02:00 PM
From: CPAMarty  Read Replies (1) of 5058
 
Spoke with the Treasurer of RDRT a couple of hours ago. She acknowledged receiving our questions, but since RDRT is in a quiet period she declined to tell me anything else.

Here they all are again:

1. Are yields for current MR programs above or below plan"?

2. What is current level of SEG business and what are
projections for future SEG business.
3. What is status of Quantum/MKE head operations? What impact
on RDRT?
4. In SEG's Conference Call it was mentioned that 14% of heads were purchased externally (up from 7%). How much of that business did RDRT obtain?
5. Also SEG indicated that it planned on announcing a 4.3GB/platter product shortly; has RDRT qualified on this program?

6. Has RDRT had discussions with any new investors?

7. Regarding recent announcement on partnership with Quantum .Also, does RDRT already supply heads for DLT? Do they in fact supply heads for the other tape formats? Since RDRT has lost some of it's business with Quantum, could this signal a positive change in their relation with this company?
When will we see volume shipments of Magnetoresistive Multi-Channel Recording Heads to Quantum?
How big is the market for Super DLTtape Products?

8. Customers are reporting instabilities in readrite MR products leading to catastrophic drive failures. What steps are being taken to address these issues, hopefully with minimum effects on yields and delivery volume?

9. Applied Magnetics Corporation is regarded by many as having an excellent Final assembly (post wafer) process perhaps the most efficient offshore HSA/HGA manufacturing capability in the industry. Has management considered acquisition or partnering with them for Final assembly of Readrite MR/GMR rows or sliders?

10. Is RDRT suppling heads to Maxtor for its new 17GB drive?

11. Will RDRT sell heads to Conner?

12. Is RDRT selling heads to Samsung for settop boxes?

13. Has RDRT completed their restructuring plan or are there still remnant depts./projects/people to be re-assessed? With the plant closure in Malyasia and the process conversion to the upgraded Phillipines plant, does RDRT have the capability/capacity to meet projected sales into 2000?

14. What are projected sales to 2000.

15. What is the percentage of RDRTs' budget being spent on R&D now and projected into late 1999?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News