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Technology Stocks : Disk Drives - Buy When BLOOD is in the street -- Ignore unavailable to you. Want to Upgrade?


To: steve goldman who wrote (81)11/29/1997 11:37:00 AM
From: Dale Baker  Respond to of 93
 
Steve, Briefing's 11/21 report shows 9.32 million short (down from 9.63 million a month ago) in a 19.4 million float with 23.91 million outstanding. Could be a squeeze here.



To: steve goldman who wrote (81)11/29/1997 4:11:00 PM
From: Frodo Baxter  Respond to of 93
 
Message 2619772



To: steve goldman who wrote (81)11/29/1997 6:15:00 PM
From: Ian@SI  Respond to of 93
 
Steve,

APM short interest is:
November Ocober %Chg Avg Dly Vol
APPLIED MAGNETICS 10,527,746 9,316,049 13.0 1,135,618

If you subscribe to the WSJ, you can get this at:

interactive.wsj.com

I wouldn't expect the HDD companies to go up much before tax loss
selling season ends, but I don't really know. In terms of prospects
for the stocks in my post yesterday, I suspect all will double from
today's price in less than 2 years.

Does anyone have a case for a double in less than 1 year?

Ian.



To: steve goldman who wrote (81)12/7/1997 2:26:00 PM
From: Dale Baker  Read Replies (1) | Respond to of 93
 
Does anyone think QNTM has turned the corner or is this just another head fake? The fact that they haven't said "boo" about fourth quarter earnings is more worrisome than reassuring. Either they are the white knight in a blood-drenched sector or Freddie Kruger is waiting just around the corner with a big knife...

I'm open to opinions.