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

To: Mark Adams who wrote (4637)	2/28/1999 10:23:00 PM
From: CPAMarty	Read Replies (1) \| Respond to of 5058

Clearly shows something not company specific in play. And yet RDRT is approaching levels that it traded at when bankruptcy was a concern. My hunch is that the QNTM cc is about its SDLT biz - this would be good news for RDRT. However i would rather hear that QNTM is in talks with WDC or MXTR about selling their HDD biz. Even a spin-off of the tape biz would make consolidation of their HDD biz more probable. This would be good for the whole industry and even more so for RDRT, since WDC and Maxtor are already customers.