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To: grogger who wrote (2904)	3/17/1998 11:29:00 PM
From: Mark Adams	Respond to of 5058

I'm hoping second quarter will be good, with the inventory reduced this quarter. But with Intel & Compaq pointing to lower numbers... Of course, it could be Cyrix and AMD eating into Intels market share <g>. In the mean time, it's grin and bear it

To: grogger who wrote (2904)	3/18/1998 9:00:00 PM
From: John K. Culley	Read Replies (1) \| Respond to of 5058

Rob: I like to the optimistic perspective as well...Perhaps some good news is forthcoming for RDRT. I'm not much of a chartist, however, RDRT's daily chart appears ready for a breakout, one way or the other. The support and resistance bands are tightening, which indicates a strong move up or down. Trend has been down since mid-Feb when RDRT was trading between 15 & 16, but a reversal could be brewing. Indicators are improving, with the Stochastics and RSI looking positive, but Momentum is neutral. Have a look.... iqc.com. Hoping for a move in the right direction for a change of pace. Regards, Jack

To: grogger who wrote (2904)	3/20/1998 7:31:00 AM
From: T Bowl	Read Replies (1) \| Respond to of 5058

<<What about if they surpirse? Hey you never know>> I don't want to sound too negative, but have you been paying attention lately? Surprise?!?!?! I don't think so homey. Let's look at their two biggest customers(not necessarily in any order): 1) WDC - both Tenney and Alexy have mentioned Tuscon production problems in the last few weeks... 2) Maxtor - take a look at the 1750 and 2160 announcements from them in 1997. RDRT either led the announcement or followed soon after with a supply announcement for the Maxtor product. Have your heard anything about the 2880 supply? It's been almost a month. If you hear a mention of not qualifying for that new line watch out below. Call them, ask them, why haven't we heard any news. Why did IBM suddenly get Maxtor as an OEM head customer??? This is the last Q for the 1750 line. That would leave RDRT with only the 2160 supply. They absolutely can't afford to lose Maxtor. This is really really bad. I'd be careful on this one. Wait until you hear news. Listen to the MarQ98 CC and then decide whether RDRT has bottomed. todd