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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 285.99+1.2%Feb 9 3:59 PM EST
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To: Sam who wrote (4478)9/19/1998 1:23:00 PM
From: Z Analyzer  Read Replies (2) of 9256
 
Sam, That "dip" you mentioned forecast in Barron's was not for HTCH in the March qtr. They should show substantial percentage increase even if the industry does dip a little. More important, that $2.00 per share estimate for 1999 fical year incorporates a forecast of $.85 per share by Montgomery Securities in the Sept 1999 quarter. Thats $3.40 annualized and if HTCH's TSA is continuing to become the industry standard, you could see a 20 plus p/e very easily. Therefore, looking out a year, HTCH could easily be in a $40 to $80 range which would probably take the prize for best return from these levels. Due to the high revenue growth $80 is only twice annualized sales in Sept '99 and $.85 EPS requires only an 8% return on sales, a level HTCH has substantially exceeded in the past.
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