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To: Trader X who wrote (924)6/15/1998 11:08:00 PM
From: Les H  Read Replies (1) | Respond to of 1471
 
Comparatively, I would prefer SEG and QNTM. They are still above
the January lows. WDC, RDRT, APM, and others are getting creamed.
Apparently, WDC is switching from RDRT to IBM to supply their disk
drive components. WDC is the biggest customer for RDRT, I believe
30%. This was written up in techweb.com over the
last week.