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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 139.09-0.8%Nov 21 9:30 AM EST

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To: La Traguhs who wrote (5808)3/10/1999 3:30:00 PM
From: Mark Oliver  Read Replies (1) of 9256
 
What do you all think about RDRT trading down to 8 5/8's? Seems to me this is getting back to the beginning. Wasn't there anything about future projections that came out last quarter that made this stock worth more?

It looks like a buy, but the sector is down and people worry about IBM hurting them at WD and now taking Maxtor business. Is this justified?

Maxtor has a new GMR drive. Is this a RDRT program?

Denis has some very interesting comments. Message 8206855

I'd be interested to hear what you all think.

How quickly do we see wide spread GMR introduction? Isn't this going to drive TSA demand for Hutchinson?

Regards,

Mark
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