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To: Dennis R. Duke who wrote (46689)5/12/1998 11:14:00 AM
From: gbh  Read Replies (1) | Respond to of 61433
 
Dennis, be careful of RDRT and APM. These guys provide heads to the disk drive makers who have yet to get back on track. I know that IBM, and no doubt some of the large Asian suppliers of heads, have recently moved to GMR heads, which the drive makers need in order to be profitable. RDRT doesn't have these yet. APM is barely producing volumes on MR heads. My feeling is, if IBM wants to own this business, its theirs. The margins of last year on these stocks won't likely be seen again soon, if ever.

Have you seen the price of disk drives lately? These guys must be ra*ing their suppliers.

Gary



To: Dennis R. Duke who wrote (46689)5/12/1998 11:31:00 AM
From: Jon Cave  Read Replies (1) | Respond to of 61433
 
Dennis, be careful with RDRT. I think that WDC was one of their big customers. IBM is now suppling WDC with some of their read/write heads. I advise you to read the Western Digital thread on SI. Looks like it could be a tough year for RDRT. I think that Segate and Quantum may make their own heads. I think that RDRT has fallen around 20% in the last few weeks.

Take all this with a grain of salt. I am a novice.

Thanks, Jon Cave


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