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To: Stitch who wrote (4020)	9/15/1998 7:38:00 AM
From: CPAMarty	Respond to of 5058

Stitch, thanks for your input. My question on replacing WDC business was much more simple and less precise. Its really more of a reasonableness test for RDRT management's contention that they can replace the WDC desktop GMR business with sales to other head makers. For example Assuming SEG uses two times the heads that WDC does, and assuming that last year (when they were profitable) RDRT supplied 25 percent of WDC's needs then (ignoring margins) RDRT could replace the WD business if it supplies heads for 12.5 percent of SEG production. All we need to perform this simple calc is some current and previous year info on the merchant and internal head production.