Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 174.18

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3:59 PM EST

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To: Sam who wrote (6327)	5/11/1999 2:42:00 PM
From: WTSherman	Read Replies (1) of 9256

I'm wondering if anyone on this thread follows IVAC? It seems like a well managed little company, with lots of cash. Unfortunately, nobody is buying their sputtering systems due to the overall mess in the DD sector. The company is selling at just about book value and is trying to expand their business into FPD mfg. It seems to me that sooner or later their business will come back, its not like nobody is makng DD's, its just that nobody is making money on them so new investment is very low. Opinions would be appreciated. Thanks.

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