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Technology Stocks : Read-Rite

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To: Zeev Hed who wrote (4193)	10/27/1998 8:56:00 PM
From: Stitch	Read Replies (1) of 5058

Zeev <<Are they dead or will they revive like a phoenix as they did few years back (when the situation was just as dire).>> I would submit that there situation now is even more dire then before. What they fumbled before was a significantly growing demand for TFI when they finally caught up. What we have today is substantial over capacity. Even when and if they do catch up I think the market won't care. <<If they die, what will be the imapct on RDRT?>> Inasmuch as APM is not currently shipping into any program that RDRT is competing for it should matter not. What the market thinks is another story. I can only think of one scenario that would even save part of the assets of APM and that one is a bit far fetched and involves a Taiwanese business interest. In other words I really do not see any hope at all for them. Best, Stitch

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