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

To: Stitch who wrote (4537)	1/26/1999 9:46:00 AM
From: Sam	Read Replies (1) \| Respond to of 5058

Whatever the recent declines, they come after some monster moves. Surely that is to be expected. We need some more clarity about whither now, before we can add (or substract) meaningfully from these moves. JMHO.

To: Stitch who wrote (4537)	1/26/1999 3:15:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 5058

It seems to me that for RDRT to be truly successful, they must get Quantum back as a disk drive head customer. I think they have a great potential with their agreement to supply cluster heads for Quantum's SDLT which was suggested in the CC to potentially reach 10% of revenues, but they need the HDD heads. Any rumblings that they could get their foot into the door with a new customer? I also worry that they rely too much on WDC and Maxtor. Regards, Mark