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Technology Stocks : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?


To: Jeff Mills who wrote (8132)12/9/1997 9:44:00 PM
From: Jimbo Cobb  Respond to of 11057
 
IOM has a market cap nearly 3 x WDC, while WDC has about 3 x the
trailing sales and about 4 x the trailing net income of IOM !!!!

Of course, the market cares about the FUTURE, not the PAST.

Is IOM really worth 3 x WDC ??

Is the hard drive obsolete ??

Is IOM's various portable storage the future wave ??

Will batman survive the Asian crisis ?????????????????????????????



To: Jeff Mills who wrote (8132)12/10/1997 5:51:00 AM
From: Thomas Haegin  Respond to of 11057
 
Re: DD stocks tank about the first week of March

Just wondereing: Is this observing historical stock performance or do you see a fundamental thing usually coming into play to cause such declines?

How big is the statistical sample for this observation? Is this movement independent of the general market movement in this time frame?

Please, I do not want to rip your input apart, just food for consideration.

Thomas



To: Jeff Mills who wrote (8132)12/10/1997 10:46:00 AM
From: Chi Pan  Respond to of 11057
 
Jeff, I can't be more agree with you on the DD stock cycles. Be cautious now and wait till next March is the nice & safe strategy.



To: Jeff Mills who wrote (8132)12/14/1997 9:51:00 AM
From: Paul Reuben  Respond to of 11057
 
FYI, all:

www5.zdnet.com