Ok, its time to start gathering conference call questions
1.status of GMR quals, and the density (i.e. 5.X, 6.X, 8.XGB) RDRT sees volume production and when
2.Trend in heads per drive.
3.Outlook for sales, margins and net for the next few quarters.
4.Capacity issues. Would RDRT consider a merger with or acquiring APM? Does it still look like there will be a GMR head shortage?
5.Whether RRSMI is up for sale.
6.Progress on enterprise programs at WDC etc.
7.Progress on expanding customer base - SEG in volume, HDD at QNTM, Fujitsu, Iomega, etc.
8.How their GMR technology stacks up against the competition, IBM, TDK, Alps. |
