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To: Dennis R. Duke who wrote (3306)5/24/1998 3:45:00 AM
From: Tom Simpson  Respond to of 5058
 
Dennis,
>Are you waiting for $4 to 5 as a entry price.
No, I don't have a target entry price, and even were it now $4-5 I would be reluctant to buy it on a net assets basis for want of a decent discount. What I need to see are some substantive prospects for near term revenue growth and some evidence of competitive technology skills. If you had that the current price would be a decent enough bargain.

>Maybe you work there and know that there is....?
I don't....although I know a couple who do.

>Anyway Seagate is going to be more significant this quarter than
>before on 2.1's
This could be the wild card in RDRT's deck....but they better penetrate above the 2.1's if it is going to have legs.

Best Regards.....Tom