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

To: MKL who wrote (3152)5/12/1998 10:19:00 AM
From: Dennis R. Duke  Read Replies (1) | Respond to of 5058
 
What is the effect of a recovering Japanesse economy on the Yen/Dollar relationship?

Don't you think buyers of Japanesse componets are going to think about the recovery of Japan making their product more expensive in U.S. Dollars and consider alternative suppliers?

From your review should we just play taps, and call it a day. Or does RDRT have any future, in your opinion?

Dennis



To: MKL who wrote (3152)5/12/1998 3:39:00 PM
From: Tom Simpson  Respond to of 5058
 
>SEG/QNTM needs to buy less due to selling less drives.
and even should they sell more drives, SEG is awash in head capacity, if they can just figure out how to make it work, and, as you previously pointed out, MKE looks close to home first for their heads.

It sure does look like tough sledding....now someone say "Looks can be deceiving". That is true too...:o)
Best.....Tom


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