Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: CPAMarty who wrote (4669)	3/22/1999 5:04:00 PM
From: John Ritter	Read Replies (1) \| Respond to of 5058

Where will the stock go after the conference call?

To: CPAMarty who wrote (4669)	3/23/1999 8:14:00 PM
From: La Traguhs	Read Replies (2) \| Respond to of 5058

Marty, Your comment <<7.Progress on expanding customer base - SEG in volume, HDD at QNTM, Fujitsu, Iomega, etc.>> is wishful thinking regarding Fujitsu and likely Iomega. Fujitsu builds their own heads with backup from TDK. They will keep their supplier base Japanese. Iomega heads on the Jaz are lagging edge technology available from any number of folks. Jaz volumes are relatively insignificant and anyway, Iomega is happy with the current suppliers. So RDRT has to get it from QNTM on HDDs and Seagate. A tall order! By the way, RDRT (along with a bunch of others) lost the Conner Technology competition to Yamaha. Regards, LT