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.
Microcap & Penny Stocks : JTS- "A Nordic Drive in Every PC and laptop"

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tom Rollins who wrote (570)3/6/1997 11:25:00 AM
From: X Monger   of 1985
 
Tom,

I definitely agree with you. The tone of management's discussion of operating results in this release is much more subdued than what we've seen before. I think for the first time JTS didn't set up a hurdle where 3 months down the road they'll trip and fall on their face trying to get over it. Which I take as a positive development. If it spooks people so be it. At this point I'd like to see all the weak hands rid of JTS even if it means we trade down to the low 2's, 1's, cents, whatever. I knew that there would be growing pains with JTS, but I thought other investors in this company had the nerve to see the story play out. As it turns out JTS has proved to have more traders than investors for shareholders. I rode this bull to 9 and have walked the dog to 2 3/4 and I'm planning on seeing this story play out to the end.

Regarding the 3 inch question, I'm very disappointed that sales wasn't broken down and discussed. What was the sales product mix? (3.0 vs 3.5) If I had to guess I'd say JTS didn't sell too many nordic drives in the 4th Qtr. The 3.5 is still fueling the company's expansion. We'll know the whole picture when the annual report and 10K is released (~45 days from fiscal yr end). By then, perhaps some OEM's will start picking up some nordics?

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