Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: NasdaqStud who wrote (3316)	5/25/1998 5:23:00 PM
From: Robert Schling	Respond to of 5058

Nasdaq Stud, How do you get <net asset or breakup value> of $13.42?? Robert

To: NasdaqStud who wrote (3316)	5/25/1998 7:13:00 PM
From: Stitch	Read Replies (1) \| Respond to of 5058

Stud, <<It is ironic that the bears were unavailable for comment prior to the IBM/WDC announcement>> Obviously you haven't done your homework. << I have to laugh at the insight as provided by Tom Simpson.>> You can laugh all you want but since you started touting the stock (May 11) it has dropped nearly 20% in value. Tom, as near as I can tell from a quick review of his posts, has primarily responded to questions from others. Further, his analysis reflects a good grasp of the issues faced by this company. Your penchant for making disparaging remarks about other posters without offering any credible comments of your own are revealing and far short of compelling. <<Finally, it is important to note that RDRTs net asset or breakup value is about $13.42>> I would love to see your rationale for this one. But I would bet that number, as you wave it wildly around in the air, has a certain odor to it that is unmistakable and a testament to where it came from. But then, with a self anointed nick like NasdaqStud it's about what I would expect. Stitch

To: NasdaqStud who wrote (3316)	5/25/1998 7:55:00 PM
From: Tom Simpson	Respond to of 5058

>At any rate, the next several months are crucial for RDRT. Stud, We can agree on that. Now lets just take the current quarter plus next quarter. Last quarter we had 187 million revenue and lost 62 million. What do you think we will see in revenue this quarter and in the next? What share of WDC's business do you think RDRT will get in these two quarters? How about Maxtor and Quantum? Do you see some penetration there? What revenue level do you think it will take to get profitable again? Best Regards.....Tom PS....you left off your list Connor, Micropolis, DEC, and HP...among others in the DD graveyard.