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Technology Stocks : Read-Rite

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To: Dennis R. Duke who wrote (4741)	4/23/1999 7:51:00 AM
From: Mark Oliver	Read Replies (4) of 5058

APM seems to have had a very, very bad quarter. Just preparing to qual 4.3 heads. Maybe people who think it's just a game between APM and RDRT assume RDRT is getting the lost market share from APM. Yeah, I know it's a pretty uninformed view, but don't under estimate the market. Otherwise, I like the opinion that they had a better quarter and the news has leaked. Stitch said there's a big problem developing at Samsung. Isn't Samsung a big customer of RDRT? Anyway, he suggests that Samsung is dumping and hurting ASP's. Regards, Mark

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