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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (2000)	1/2/1998 2:43:00 PM
From: Dale Stempson	Read Replies (1) \| Respond to of 9256

Re: >>>Certain players today are a no brainer to me. I dont expect to see JTS survive the year for example.<<< You might not be aware that JTS recently announced they expect to be profitable in their first quarter. FWIW, they're pretty much a dog, but they still have a few irons in the fire and I believe they can at least survive. Regards - Dale

To: Stitch who wrote (2000)	1/3/1998 5:41:00 PM
From: ELH1006	Read Replies (2) \| Respond to of 9256

Stitch, I noted your comment relative to STMD's continued viability. I am presently long 3000 shares which I bought based on Mike Murphy's recomendation several months ago. It is difficult to find much information , especially positive about the outlook for STMD. I have been pondering about whether I should take my lumps on this laggard or hold on for a little longer to see if they can put their act together. Any thoughts would be appreciated. ELH

To: Stitch who wrote (2000)	1/7/1998 1:13:00 AM
From: Gus	Read Replies (1) \| Respond to of 9256

Delayed responses, Stitch. RE: KR Precision "...I wouldnt be surprised if they had encountered backlog mushiness. What have you heard?" Nothing. That Magnecomp article was the first time I heard of them and I was keying off the comment by one analyst in that article that KR Precision was having problems. RE: Consolidation in Platters Based on the 12/29/97 SEC filing, STMD paid $10 M in cash plus 2.0 million common A shares to buy Akashic from Kubota which is now a 10-11% passive investor in STMD. STMD also agreed to assume the purchase advances that WDC made to Akashic. I just skimmed through the entire document so somebody please check this for me, but apparently Kubota "ate" close to $247 million in Akashic parent company and bank loans to facilitate the sale!!! This would make this an incredible deal for Stormedia which got the following: 1) Certain Akashic thin film patents; 2) Two Akashic media facilities and a substrate facility in California and a new substrate plant in Malyasia; sec.gov I'm sure I'm missing something here because this is deal is just too good to be true as far as STMD is concerned, glut or no glut. I'll read it again tomorrow. More later, dude. Regards, Gus