SI
SI
discoversearch

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.
Strategies & Market Trends : Shorting stocks: Broken stocks - Analysis
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Q. who wrote (1321)6/30/1998 10:32:00 AM
From: CMason  Read Replies (1) of 2506
 
John --

I'm not directly involved in magnetic media, but I do think KMAG presents a fairly good analysis of the market in their SEC filings. You are right that this has many of the elements of a cyclical. While their balance sheet is pristine, the income statement and cash flow analysis are very poor. My guess is that 1998 will be a very trying year for them, which is why I'm short.

I appreciate your comments.

Regards,

CMason
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News