Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 272.09

+3.6%

11:39 AM EST

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To: Z Analyzer who wrote (4480)	9/19/1998 6:20:00 PM
From: Sam	Read Replies (1) of 9256

Z, Yes, that's why companies like HTCH, VECO, HMTT, RDRT may be better bets than the drive vendors for the next swing up. Of course, if KMAG actually comes back, or if TDK's investments in new plant bear fruit, the latter two (that is, HMTT and RDRT) could be spinning wheels in a profitless prosperity, still mired in quicksand. Still their current prices seem to discount almost everything but bankruptcy. You're gonna get me to buy HTCH one of these days yet if you keep this up. Even though I don't get the warm and fuzzies about their management from either the thread or other things I have read. Best wishes, Sam

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