Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tom Simpson who wrote (3127)	4/29/1998 8:18:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 9256

Tom: --- >but he seems adamant: or perhaps just wishful :o) or perhaps seriously delusional... ---- I'm actually not a big fan of the component guys mainly because I don't understand the various battles going on there. However a quick few observations on the RDRT and WDC connection. ---- Now as to WDC eating more parts, assuming that WDC is still a large RDRT customer (and from the RDRT c.call I recall WDC gives RDRT something close to 50% of their calories), assuming that what WDC said is correct about RDRT in WDC's c. call - "significant gains" or something like that and that WDC contended that "all 3 are doing well" (in ref. to head suppliers), assuming that WDC's conviction that they will be doing 80% MR this q is not fiction, and assuming that RDRT's comments that after some stumbling they are beginning to be "well prepared" in MR, then assuming that WDC's confidence about the future is not delusionary and assuming RDRT's confidence about March being the bottom is not delusionary, both RDRT and WDC are expecting pickups in business and I hope both good bets to survive at least over the next little while. --- (Yes and I will admit it I am delusional. Call it a form of heuristic rationalizing with a delusionary slant.) ---- Shane.