Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.01

+2.5%

Jan 16 9:30 AM EST

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To: akidron who wrote (11080)	11/14/1997 6:20:00 PM
From: Michael R	Read Replies (2) of 70976

* Off Topic * Your opinion on DD sector *** akidron, AMAT has alot going for it - good company, positive earnings to come out, and a commanding position in its business. I was not too amazed to see the stock bounce up. I have been watching the disk drive sector. Unlike AMAT they have had a lot of bad news from the standpoint of very strong competitive pressures - they are all making the same thing and pushing it out to the market as fast as they can. I think that todays bounce, which carried over into DD makers might be a false start for this group. I am wondering if you might have any thoughts on when it would be good to jump into the likes of WDC, QNTM, SEG, KMAG, RDRT, IOM etc. The only "tools" that I might use would be simple TA based on 200 day averages and the like. I would consider this a short term < 1 yr play. What do you think? Thanks, Michael

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