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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Ron M who wrote (5180)1/7/1999 5:28:00 PM
From: Mark Oliver  Read Replies (1) | Respond to of 9256
 
Congradulations Ron and Z. Great call on Hutchinson. Too bad the market was already open 5 hours by the time I climbed out of bed. I think this news was good and could have been a great day trade.

Looking at your notes, I see the following; "Top Customers, IBM 36%; SAE/TDK 18%; Yamaha 14%; Seagate 10%; RR 7%."

Does it seem that RDRT's percentage of business is down? I wonder if they are a buyer of TSA?

Regards,

Mark



To: Ron M who wrote (5180)1/7/1999 6:23:00 PM
From: Stitch  Respond to of 9256
 
Ron,

Many thanks for the HTCH CC notes.

Best,
Stitch


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