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Strategies & Market Trends : Super Stocks
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To: Jeff Maresh who wrote (147)10/2/1997 10:09:00 PM
From: Michael Burry   of 269
 
Jeff and all,

I'm getting interested in the disk drive makers,
specifically Quantum, Seagate, Western Digital.

PSR's and the other data are readily available,
but I calculated the PRR's
SEG: 18.7
WDC: 22
QNTM: 10

WDC at a PSR of 0.87 and a PRR of 22 still has a
way to go to meet the criteria for a Super Stock.

Will someone with industry insight help me out
and point out the insider view of the strengths/
weaknesses of each?

Thanks in advance.

Good Investing,
Mike
sealpoint.com
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