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Technology Stocks : Read-Rite
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To: Mark Oliver who wrote (4442)12/20/1998 10:58:00 AM
From: Stitch  Read Replies (2) of 5058
 
Mark,

I have not had a report on WDC's enterprise group in a while but I understand they aren;t winning all that many deals. Nevertheless keep in mind that IBM's deal with WDC is for desktop units only. It is still a significant detriment to RDRT IMO.

<<We talked of IBM's having problem assembling head stacks with a Chinese partner. Could this have been holding them back from getting the WD business going sooner and has IBM got a new partner now or solved this problem yet?>>

No recent updates on this situation either but will report whatever I hear.

<<What do you think of Quantum phasing out the Bigfoot program? Will it happen and how soon?>> I think as long as QNTM has demand the Bigfoot will be available but I question whether it makes sense to continue to build a larger form factor when 3.5 inch components on the relative density poinbt become cheaper.

<<Any thoughts about what is happening to MKQC, the Quantum joint venture to make heads?>>

MKQC has basically closed down its design center but the factory in Batam is still operating. They do not know what the future holds yet. I guess we will all have to find this out together as QNTM rearranges its supply lines and decides what to do with the assets.

<<Do you think they will skip 4.3? >>

I think it has skipped them.

Best,
Stitch

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