Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 159.33

+2.4%

11:35 AM EST

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To: Stitch who wrote (2522)	2/21/1998 3:57:00 PM
From: Frodo Baxter	Read Replies (2) of 9256

>If I were a short trader I would be short Read-Rite, APM, & Komag. I am a short trader. I would be short APM, APM, APM. Why the ~!@# am I still short SEG? Since I jumped on at 21 1/2, they have released crummy earnings, written off a nice chunk of change, admitted that they are dead last at time-to-market, and still carry on their books some pretty hefty hedging liabilities. I'll give them one more quarter, but they'll probably have revenues of $1.4B and the stock will go to 27...

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