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

To: Stitch who wrote (4428)12/19/1998 7:10:00 AM
From: CPAMarty  Respond to of 5058
 
Thanks Stitch, Gillian mentions the factor currently holding RDRT's stock at this level;

We continue to watch the IBM/Western Digital relationship closely, as roughly 20-30% of Read-Rite's total sales could be at risk if this agreement starts to cover a large piece of Western Digital's volume.

Looks like it will be awhile before we know what RDRT's share of WDC's GMR business will be since it is my understanding that RDRT intends to start GMRat the 6.XGB level. However this info may be much less important if there is a GMR shortage.



To: Stitch who wrote (4428)12/19/1998 9:20:00 AM
From: grogger  Read Replies (1) | Respond to of 5058
 
How high do you think we could go short term if RDRT comes out with a strong quarter??/

Rob



To: Stitch who wrote (4428)12/19/1998 1:51:00 PM
From: CPAMarty  Read Replies (3) | Respond to of 5058
 
During the last conference call, Cyril Y. mentioned that the trend towards fewer heads per drive might be reversing (do to the use of pico heads). How does this trend look from your perspective out there in consultingland?

Also my WAG on short term price is approx. $20 based upon 1.0 x annual projected sales.


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