Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 181.54

+1.1%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tom Simpson who wrote (3479)	6/3/1998 4:38:00 AM
From: Stitch	Read Replies (2) of 9256

Tom, << They seem to be doing the right things actually.>> Agreed. <<Its early yet, but if one were into bottom fishing, this one looks like it could eventually rise from the deep. >> Agreed again, on both counts. I am still sidelined but I do like Komag, especially management. I believe they will recover from the blind corridor they stumbled down (the Ulvac one). I would like a little more light on that supposition however. I liked the fact that they have shown media for GMR apps. Komag is about my single most succesful investment ever. I hope to have a chance to make it so again. But it is a very crowded marletplace. We will have to wait a bit to see. P.S. I still think it is uncanny how similar we read these guys. I also still think you should consider Seagate BTW :). best, Stitch

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next