Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 160.11

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3:59 PM EST

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To: tech101 who wrote (9204)	5/12/2003 11:00:51 AM
From: chomolungma	Read Replies (1) of 9256

MXO believes it can sustain net margins of up to 7% and greater on occasions. As revs increase the 7% net margins will generate large amounts of cash. Is this believable? 7% NET margins? Just a little background. MXO's GROSS margins for the last 5 years. 1998: 12.5% 1999: 8.0% 2000: 13.9% 2001: 9.6% 2002: 10.5% Since these are margins before ALL other expenses, little things like S,G & A, R & D and interest expense and taxes, it's hard to believe that MXO can suddenly go to 7% sustainable margins. I'd like to believe it, but I've been a DD investor too long to buy it. But if it's true...... MXO's a $20 stock.

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