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Strategies & Market Trends : STOCKS WITH ATTITUDE TEAM - FA/TA AND EVERYTHING ELSE -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (1212)1/4/1998 1:17:00 PM
From: Sergio H  Read Replies (1) | Respond to of 2377
 
Zeev, any opinion on APM? Has it hit bottom?

Sergio



To: Zeev Hed who wrote (1212)1/4/1998 6:45:00 PM
From: Magnatizer  Respond to of 2377
 
Zeev

Not a response to this message (1212). I have been doing some FA on stocks you listed as ones to watch in 98 (WFR CYMI VECO AMAT WDC RDRT) and I have a few questions.

Do you rely on future growth preditions in the technology sector? I noticed the PEG on most of the stocks listed is well below one.

In regards to WDC, do you feel disk drives are becoming a commodity type product? If so how will WDC keep profits growing with the possibility of a price war around every corner?

With CYMI using Seiko as a subcontractor is it possible they will lower their production costs?

Seems you have a devoted following I hope to learn from your insights.

Please respond at your leisure, I will not be investing until next market correction. I am wishing for a good one (35%+) loading the spring to 10,000 and beyond.

Best of luck in the new year
David