Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 179.56

+0.7%

Dec 24 9:30 AM EST

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To: Stitch who wrote (4021)	7/29/1998 12:34:00 AM
From: Z Analyzer	Read Replies (2) of 9256

Let me elaborate a little on why I like HTCH provided the TSA story holds up: 1) According to both Montgomery and H&Q, HTCH becomes profitable in the December quarter with substantial sequential growth each quarter thereafter. By the Sept 99 qtr, H&Q projects eps of $.78 on 181 million in revenue. That annualizes to $724 mil revenue and $3.12 eps. 2)At the 15 or 20 times earnings that unchallenged leadership would easily support, share price could be $47 to $62. I personally can't see any other disk drive stock doubling or tripling in the same time period and feel that this thread is probably as capable as anyone of figuring out whether the TSA story is materializing (for what its worth, both Montgomery and H & Q have buys on HTCH based on the TSA prospects). In my experience, its very rare to have an opportunity where research on a single issue can lead to 100% plus returns.

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