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To: Stitch who wrote (3706)7/16/1998 3:46:00 PM
From: Yogi - Paul  Read Replies (1) | Respond to of 5058
 
Stitch,
Thanks for Morgan Stanley posting. Well written, balanced, and logical. Maybe Morgan will get a new customer.
<<continued trends toward
fewer heads per disk drive>> Still waiting for storage demand driver. Please let me know when/if you see any upward trend in that number. Until then, see ya.

...and Tom gets the prize for earliest "Black Monday" warning. Building that "wall of worry" <g>?

Yogi



To: Stitch who wrote (3706)7/19/1998 9:33:00 AM
From: TimKP  Read Replies (1) | Respond to of 5058
 
Thanx for the post on Morgan Stanley wrap-up. I was just scanning thru it and noticed it said that along with Maxtor, RDRT is "conditionally" qualified with another customer on 3.2-3.4 program. Do you know who the other customer is?