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Technology Stocks : Unitrode - UTR

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To: David H. Hardin who wrote (49)11/11/1997 11:38:00 AM
From: Dave Hanson   of 50
 
Hi David,

If you haven't read the other entires in this thread already, you might--there seem to be some fairly sharp folks following UTR, even if they've been kind of quiet lately.

Wires indicated that latest drops (last few days) in UTR have to do eith low earnings pre-accouncement by WDC, UTR's biggest customer. Drops before that seem most likely due to bailing by momentum players.

At 23-24, this solid growth company (5 consec years rising earnings) seems a good value, provided the WDC and other customer problems don't affect it too much. I may be increasing my modest long position soon.

Regards,

Dave
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