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Non-Tech : HMT TECHNOLOGY - UNDISCOVERED YET! -- Ignore unavailable to you. Want to Upgrade?

To: fiberman who wrote (2212)	6/18/1999 12:00:00 PM
From: SidStock	Respond to of 2253

Fiber, I hear yah buddy. DDs are my worst performers (I also have WDC). There has to be some consolidation... maybe IBM will come and rescue WDC. In WDC case, I think it will bleed for a while, i wouldnt buy more until earnings are announced. HMTT, has the best lines in this industry... has 50M cash, but carrying those 230M notes. The stock, trading under 3, is indicating bad news. I dont expect a very good quarter, but i think the bad news is already priced into the stock. I am adding some here, as DD's are now a very small portion of my portfolio (<5%). Keep them below 10% and you will sleep at nite. Sidman