Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 150.99

+8.6%

Nov 24 3:59 PM EST

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To: Gus who wrote (5033)	11/30/1998 2:54:00 PM
From: Mark Oliver	Read Replies (2) of 9256

It seems like there is perhaps a case made here in what you say for RDRT. I've sold off every other HDD stock I own except RDRT which I feel could still have room left for profit. Earlier there was mention of a shortage of MR heads, which really seems inconceivable. Then you discuss keeping the profits of the HSA in house, which is one of RDRT's strong areas. The reason why I questioned the single head platter was not logical. It was just based on my tendency to buy better systems. I feel sorry to let the capacity of the empty side slip by, but I understand the economics. Thanks for sharing your views. Regards, Mark

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