Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 225.30

+1.5%

9:42 AM EST

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To: Yogi - Paul who wrote (8641)	8/31/2000 12:53:54 PM
From: Tom Simpson	Read Replies (1) of 9256

<<HTCH pre-released an unexpected profit for 1st part of quarter.>> At last, a REASON why this gooney bird got off the ground!!!!! This jumps quarterly units up around 123 million from 113, plus 10 of the 20-30 I've been looking for. Since its based on first 9 weeks we could see a couple million more added in the last 4 weeks which could put another couple of pennies of surprise on it. But just breakeven hardly justifies 22 bucks a share. That needs a story for the following quarter....I wonder if all those recently announced 20gb RDRT heads might be based on TSA suspensions? If so, we would see yet another serious bump up in units and revenue, most of which would make it to the bottom line.....we could see .25-.35/share reported in January. That would justify 20-25 bucks a share, and if discovered by the go-go momentum crowd so fond of triple digit PE's and PS's, this could get rich. Sure wish I actually knew something and didn't have to speculate all the time :o) <<Small profit overall on an ill-advised overweighting.>> Wish I could say that Paul. HTCH has to go to 29 before it will have eaten up my other DD loss's and re-exposes me to the tax man. :o) Best Regards......Tom

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