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To: CPAMarty who wrote (4398)	12/10/1998 10:03:00 AM
From: CPAMarty	Read Replies (1) \| Respond to of 5058

Maxtor is a major customer for RDRT Positive comments in today's Investor's Business Daily. You'll need to login - but its free. investors.com

To: CPAMarty who wrote (4398)	12/10/1998 6:10:00 PM
From: Stitch	Respond to of 5058

Marty, <<As far as HMTT goes, I like the company, but feel that RDRT may have more upside potential. It is far harder to make a stable GMR head than a GMR disk. No radical improvements needed for next generation disks. As a result, there could be a GMR head shortage next year. A disk shortage is unlikely! >> Please convey to Doc that he is quite right and further, that overcapacity in disk production has been considerably more problematic then disk drive or head capacity. Komag, is still on at 60% utilization in Malaysia for example. Best, Stitch