Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 282.58

+8.6%

Feb 6 9:30 AM EST

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To: LK2 who wrote (1668)	12/2/1997 8:11:00 PM
From: Frodo Baxter	Read Replies (4) of 9256

You've got it, boss. APM is even more dead than we've been figuring. HMT is not so well off, either. (for Todd, take a careful look at cash flow, which is earnings + amortization - capital expenditures; look at these numbers very carefully... do you see what I see?) A cross-hedge at this time looks extremely tempting...

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