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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (5883)	3/23/1999 7:34:00 PM
From: TEMFASSBAL	Respond to of 9256

FYI....<<18:01 [RDRT] READ-RITE SEES Q2 LOSS AND SALES 10 PERCENT BELOW Q1.>>

To: Mark Oliver who wrote (5883)	3/23/1999 7:52:00 PM
From: La Traguhs	Read Replies (2) \| Respond to of 9256

Mark, RE: Your HTCH and Fujitsu comments. Fujitsu will be down some in units Q/Q this quarter, but I'm told even at this point they, "will still be profitable and are not the low priced leader." So I don't think they will be bad guys that Z was worried about. Yah! HTCH does look very tempting but I wonder if we're going to see some more dropping as the end of March continues to look tough. HTCH is often back-end loaded and this lousy March could still inflict more damage as it will on the rest of the HDD industry (already see RDRT - case in point). But, I'll be eagerly waiting to find a jump in point. Regards, LT