Mark,
Targets on HTCH: fluid (as usual!). Depends partly on the overall market, partly on the sector. If my feeling about the market gets much worse, I'll be sucking it in, and raising still more cash than I already have, maybe even go to more than 50% cash, maybe substantially more for the first time in a decade. However (optimistically speaking here), if HTCH gets Seagate business (and, as someone has pointed out, INVX has coincidentally[?] been going down while HTCH has been rising), and if the sector gets a better tone to it (and HTCH is contributing to a better tone already, it often is the leading indicator due to its unique position of having dominant market share), then it is possible that HTCH could go to new highs again sometime this fall/winter. So I'd be looking at the 60s or even the 70s, and reevaluate at that time. My WAG only.
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