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

To: Mark Oliver who wrote (8614)	8/24/2000 10:41:59 PM
From: Sam	Respond to of 9256

Mark and thread, For those who don't read the Sandisk thread, here is an interesting article on P2P, the latest distribution wrinkle in computing that will lead to even more disintermediation (LK, are you reading this? I even remember your word!): Message 14271950 Sam

To: Mark Oliver who wrote (8614)	8/25/2000 2:39:45 AM
From: Tom Simpson	Read Replies (1) \| Respond to of 9256

<<Read-Rite said that it has already begun shipping giant magnetoresistive, or GMR,>> Ahhhhh Debra, thank goodness we have thee to keep us up to date on the very latest cutting edge technology developments. <<..investor optimism that the sector may be ready to return to profitability in the fourth quarter, and Read-Rite's announcement only added to the optimism.>> especially over at TDK and ALPS <<GMR recording heads are more sensitive and hence are capable of storing more data per disk.>> Yup....we sure need a whole lot more data per disk in order to return the industry to profitability. Thank God we have engineers up to such a daunting task. What do you think Mark? Can RDRT gin up enough revenue from this to be making money in the fourth quarter? Best Regards.......Tom