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

To: Stitch who wrote (3787)	7/26/1998 2:27:00 PM
From: Dennis R. Duke	Read Replies (1) \| Respond to of 5058

That does address the margin issue. I guess it does say the CapEx is less, and thus the overhead will be lower, but can the indys charge more for the technology? Will that improved margin help RDRT? That is the question. Thanks, Dennis

To: Stitch who wrote (3787)	7/26/1998 2:37:00 PM
From: CPAMarty	Read Replies (1) \| Respond to of 5058

One source of volume might be the convergence of the TV and PC. Barbara Lopez, Digital Broadcast Market Development Manager for Intel was on C-Span2 the other day talking about digital TV. She said that in 6 to 9 months Intel sees broadcasters providing their customers with downloads of games and program content to their TVs. This will be made possible by a (set top) box or some type of computer that functions as a receiver which would have computing and STORAGE capabilities.

To: Stitch who wrote (3787)	7/26/1998 6:13:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 5058

I have a question about who pays the bill for bad heads and the steps to weed out bad heads? At some point, they can only be detect a bad head by attaching them to a suspension and spinning them. Of course, a lot of good heads are lost to bad attachments and ESD. At this point, the suspension and all the work is lost. Who pays the loss? Is it the hard drive maker, the HSA assembler, HGA or head manufacturer? Is it a shared cost? Since Read Rite often takes the head all the way to HSA, are they more vulnerable to loss? Is it correct to assume a suspension is never reworked to attach a new head and test again? Any idea what the loss factors are for HSA? This would be a very expensive point to damage a head. I assume they must rework HSA's that have lost a head. Is there much of a loss factor once these heads are installed into a drive? If they are so sensitive, what's the point where they can be finally protected? Lots of questions. I've been wondering about this for a long time. Hope you don't mind sharing your thoughts. Regards, Mark