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To: Stitch who wrote (3314)5/25/1998 9:50:00 AM
From: Carolyn1  Respond to of 5058
 
I feel that the low end PC with a 2 gig hard drive will support all software the average home user needs to run at this time. When Microsoft finally gets Windows 98 on the market new software will appear and this software will require more disk drive space, as the internet becomes more interactive this will also require more disk drive space. Most companies are networked and the software is running off the network server thus the need for large hard drives is limited because a workstation install takes up very little space to run Office 97, Lotus, etc. Just a few ini files are required with some software so it is the home user who will require the larger hard drive and most of them will be buying the low end pc. Most CAD is run off the AS400. There really hasn't been any must have software hitting the market recently. Most new software gets larger and larger in the amount of disk drive space required. I have a 5 gig hard drive and still have 2 gig free with all the software installed and all the graphics and audio files I use for homepage design.
I see a big need for the network server to have a larger and larger amount of storage space but most companies have 1 or 2 servers and 100's of workstations.



To: Stitch who wrote (3314)5/25/1998 5:05:00 PM
From: NasdaqStud  Read Replies (3) | Respond to of 5058
 
I believe history would suggest that each of the leading disk drive co's and component manufacturers were, at some point in the last decade, near financial disaster. This would include SEG, IBM, WDC, APM to name a few. At present, RDRTs fundamentals are better than any of these "leaders" when they were down.

It is ironic that the bears were unavailable for comment prior to the IBM/WDC announcement. In fact, RDRTs shares started to climb with the sector, reaching a peak just above 15 before collapsing. Have the problems changed from 15 to 9. I don't think so. Is the IBM/WDC deal overblown. It seems so.

At any rate, the next several months are crucial for RDRT. In reading the posts on this board, I have to laugh at the insight as provided by Tom Simpson. I do not wish to be bashful here, but I believe that your analysis is too similar to the street analysts who downgrade stocks at the bottom and upgrade at the top. The issues which would change your opinion of RDRT are the obvious, with little analytical thought or foresight.

And, you state that you have friends employed at the co. Would it not be more valuable to post some insight as presented by those souls. Or are they fearful that their employment with RDRT may end all too soon. Some comments would be appreciated?

Finally, it is important to note that RDRTs net asset or breakup value is about $13.42. Hopefully, we will get above that point or just get bought out. the STUD!!