Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (122282)	3/31/2001 4:59:48 PM
From: Sarmad Y. Hermiz	Respond to of 164684

>> if someone believes that pc unit sales will drop this year, would you still recommend the disk drive companies? At their current prices, yes. If they get to 1.0x sales, no. Currently, they are under 0.5x sales. But the issue is complicated by whether their financial situation will deteriorate or not. Since their cash flow is positive, and will stay positive even at lower revenues, then yes. If that condition changes, then no point in buying a deteriorating balance sheet.