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To: CPAMarty who wrote (4660)3/12/1999 1:29:00 PM
From: Mark Oliver  Read Replies (2) | Respond to of 5058
 
Marty, I see insider buy from William Almon. He added 1000 shares to raise his position to a whopping 3000 shares. But like many of us, he didn't buy the bottom, he paid 9.50 on 2/27.

If this damn IBM/Dell thing hadn't come along and cast doubt on Maxtor sales to Dell, I'd be very bullish here. I think Microsoft must have helped us through our fear that PC sales are not down.

So, is the story the same as last quarter when they beat estimates, or have we seen a change in their market? This wouldn't be the first time RDRT sucked me in with a good quarter only to sink like a stone on sequential decreases in earnings.

So, have they turned a corner? Will we get the saving news from Quantum that either SDLT is on target, and/or they plan to begin using RDRT heads for a new disk program?

Regards,

Mark