SI
SI
discoversearch

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 : Read-Rite -- Ignore unavailable to you. Want to Upgrade?


To: Brad Rogers who wrote (3035)5/4/1998 12:36:00 PM
From: T Bowl  Read Replies (1) | Respond to of 5058
 
Brad -

<<I don't see how the WDC-IBM deal hurts RDRT>>
Look at it like this. You're NSCP with a HUGE market share on browsers... MSFT comes along and packages IE4.0 onto all Windows disks for free. What's your immeidate reaction?

WDC is(was) RDRTs largest customer. They were HUGE! They've taken away a tremendous amount of volume out of RDRT sales with this announcement. And it's not just WDC they're stealing. It's Maxtor too. What's left? A few Indys scraping for a little market. Among them are some pretty serious Japanese suppliers that are WAY ahead of any of the US based suppliers.

todd