Read-Rite Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: CPAMarty who wrote (4455)	12/24/1998 6:19:00 AM
From: Frodo Baxter	Read Replies (2) of 5058

Idiot analyst got it wrong. WDC is still the 50% customer, not MXTR. Which means that there's still significant probability that RDRT's numbers can fall off a cliff due to IBM-WDC deal. Remember, those new WDC drives are sole-sourced by IBM. Enterprise won't help much, either. Too small of a portion of WDC's revenue. At least they won't have to fight with APM for the leftovers ;)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next