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Strategies & Market Trends : Asia Forum

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To: B Tate who wrote (259)	12/30/1997 9:46:00 PM
From: Stitch	Read Replies (2) of 9980

Thanks Bob, I spoke with a couple of people close to the situation so am pretty sure that we have the best cut at it so far. But truthfully I am expecting more bad news next month. In fact, don't be surprised to see announcements from the sector starting as early as the first week everyone is back (next week). I am expecting negative news from W-D, Komag, Seagate, and Read-Rite. At the minimum I am expecting the quarterlys to look dismal. I am thinking more and more that buying time comes after this round of financials. By the way...how was the beach? Do you by any chance avail yourself of some of the diving around here? If so, I'll buy ya a cup and a burger at TGIFs and share some news about a local diving club called the "disk divers"! Happy New Year! Best, Stitch "Staying Home Tonight! Its amatuer night on the byways!"

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