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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?


To: marc chatman who wrote (8047)11/4/1997 9:11:00 AM
From: kormac  Respond to of 13456
 
Both SYQT and IOM are introducing new products. A couple of months ago
there was some discussion on this thread on the number of disk drives
that are sold per PC. That is, many users upgrade their disks before they buy a new computer or mother board. The new removable drives seem to put pressure on the HDD manufacturers. Any thoughts?

biz.yahoo.com

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John. I like Kelly. He is a real worker and has many contacts in the
business. I am kind of isolated and cannot really contribute as much
as I would like. I have followed the ZCAD/GATE story from this summer and it seems to me that everything has evolved the way the thoughtful
people on the thread have discussed it. I am up 50% on GATE.

Regards, Seppo



To: marc chatman who wrote (8047)11/4/1997 10:12:00 AM
From: Rudy  Read Replies (3) | Respond to of 13456
 
>he recommends 15 stocks in the sector.<

I follow CSCO and PSFT. Both of them are recent breaks to virgin territory. If market holds, they will go higher at least on momentum. PSFT is very expensive, P/E 83. Selling at a multiple of 58 of next years earnings!!! That's quite a premium. But as I say momentum may take 'em higher.