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

To: NasdaqStud who wrote (3322)	5/25/1998 8:14:00 PM
From: Stitch	Read Replies (1) \| Respond to of 5058

"Stud" <<Second, the stock is indeed down. However, as an asset allocator, my time horizon is NOT one week or even one month.>> What exactly is your time frame? So far you haven't said as far as I know. In fact, what exactly is an asset allocator...you count furniture and decide who's office it goes to? <<My point, however, is that "the street" was not focused on the demise of RDRT prior to the WDC/IBM deal.>> That isn't what you said but I recognize the back pedaling of a poster caught up in his own gyrating b.s. <<Fourth, the Company was very well positioned at the 2.1 gig/platter arena.>> RDRT actually lost market share during this product cycle. Go subscribe to TrendFocus or Peripheral research pubs on the head market. You may actually learn a bit about what you so unabashedly write about. << The only reason the stock is at a multi-year low is due to the issues which you present.>> Reason enough for me. I've only been saying it (here) since the stock was at 16. (Long before the IBM/WDC deal. By the way...so was Lawrence, TBOwl, others. Where were you?) <<Lastly, go to the library and figure out net asset value.>> Thats about what I expected you to say. Stitch