Mark,
Is that still John Dean at SSB? Looks like he has a lot of buys there, MXTR, SEG, QNTM, HTCH, and HMT as buys, and RDRT and IOM as speculative buys (if I read his symbology correctly). Only APM and WDC weren't rated as "1" something. Reflects the oversold condition of most of these stocks, IMO. Presuming inventories are in line, and presuming that no one currently has an interest in beginning a price war to gain share (which I don't think they do, but then you never know), these stocks should be higher than they are.
It seems like I say this most quarters, but the upcoming conference calls are pretty important. If they have a positive tone, we could get at least a 20-25% bounce, and perhaps a much better one. |
