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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (7391)	11/19/1999 3:21:00 PM
From: Thomas DeGagne	Respond to of 9256

I too expected RDRT to be up strongly on this news. The stock did pop up earlier this week so maybe we are late to hear this news. An important question is HOW will Yamaha exit the TFH business? If they mothball the plant that is great news for RDRT. If they sell the business (below book value) to Fujitsu, Seagate or IBM then RDRT can't be expected to gain. An important question is has Yamaha continued to update their equipment or have they stayed with older equipment that can't produce GMR heads. I suspect the latter is true and Yamaha does not want to make the capital expenditure to upgrade in a loss making industry. That being said, RDRT is attractive at this level.