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To: tom pope who wrote (5289)	1/21/1999 8:59:00 PM
From: Mark Oliver	Respond to of 9256

<Perhaps not totally dead, but badly wounded - and does this help anybody? RDRT? > My impression is the vast majority of people buying these stocks have no idea what the competitive environment holds. Therefore, they would conclude a loss for APM is a direct gain for RDRT. If I read APM was going bankrupt, I'd surely buy RDRT, expecting to see a reaction like Iomega had to seeing Syquest fold. It's interesting to read the APM report and how they seem to be a generation behind RDRT at each step. That would mean high start up costs in the face of mature competition. How they can catch up is anyones guess without getting better product delivery. Regards, Mark