Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 172.26

-2.2%

Dec 31 3:59 PM EST

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To: Mark Oliver who wrote (3871)	6/29/1998 4:00:00 PM
From: T Bowl	Read Replies (2) of 9256

Mark - Although it doesn't make me happy. This short is not getting nervous, yet... APM will not trade above BV until news is out. And when it does come out the shorts will be happy. What I can't decide is whether to cover my HMTT and IVAC shorts and go all out on APM... Decisions, decisions... Remember, TFI is over after this Q at WDC. APM is nowhere to be found out there in MR. Expect to hear news similar in wording to the KMAG announcement earlier in June. Big write-downs on equipment. I actually expect the rally to end today or tomorrow when we hear more bad news from DD players out there. JMHO of course. todd

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