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

To: Tom Simpson who wrote (3309)	5/24/1998 12:37:00 PM
From: CPAMarty	Read Replies (1) \| Respond to of 5058

Tom, you described the issue that will drive RDRT's stock price very concisely when you said; " What I need to see are some substantive prospects for near term revenue growth and some evidence of competitive technology skills". When you say "near term" are you talking 2.8 and 3.4GB qualifications? RDRT's CFO has indicated that the problem with transition to 2.8 and 3.4 was "instability". Is this a manufacturing issue (process control) or is there a still a question of whether they have a prototype that is reliable? When do you think RDRT will have to be qualified at the GMR level? Will mid 1999 be soon enough, or do you think they will qualify late in the game like they did for 2.8GB? What would indicate that competitive technology skills for 1999 and beyond?