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To: Stitch who wrote (3979)	9/1/1998 6:54:00 PM
From: CPAMarty	Respond to of 5058

Red Chip Review messages.yahoo.com@m2.yahoo.com Aalok K. Shah, an analyst with an independent small-cap stock analysis firm, published a 2-page review on RDRT on 8/31. Anyone out there know what this report says???

To: Stitch who wrote (3979)	9/1/1998 9:52:00 PM
From: Stitch	Read Replies (2) \| Respond to of 5058

todd, Looks like the WDC qual is actually finished but other delays are delaying announcement. Those "other" delays are unrelated to heads. By the way, FWIW, I still hear persistent rumors of disatisfaction with IBM heads though details continue to be elusive. I may have a chance to meet with Chuck Hagerty soon (in a group) who is coming to the region. Don't think I will have a chance to ask him direct about IBM head problems, nor do I think he would answer, but I am interested in hearing his take on the overall relationship and trying to get a sense of any cooling or toe-circling. By the way, Kathy Braun will be in the group as well I am told, making a last tour of the region. I am still more excited about the notion of RDRT working on an advanced head with RDRT. As long as we are flinging rumors carelessly, I am also hearing some rumblings about an APM/Headway deal, though for the life of me, I cannot imagine who would bankroll such an endeavor in this climate. It would require an outside source IMO as neither company has a lot of cash I understand. In spite of LK's logical warnings I am still more then intrigued by this one. Darned if my old bones aren't telling me they may pull one out of the fire. Hope the market will give them a break and get me back in. Not yet though. Very nimble timing is sine qua non now. Best, Stitch