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

To: Sergio H who wrote (1215)	1/4/1998 1:23:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 2377

Sergio, I wish I knew, I was extremely fortunate to be warned by Carl Rohman out of it (and I do listen to tohers when they have a solid argument) at 32 and did not stay for the fall. I think it has enough cash on hand ($7 bucks I think) to weather the transition, but I am concerned that their "client relationships" are so concentrated on WDC that they may miss the boat. I think that KMAG or even RDTRT in the suppliers to DD are better bet, but APM at 10-11 sure looks apetizing. On the other hand, one could take the position that they could be ready to frogleap to the next generation since they are in the process of starting from "ground zero". It is a weak argument. Zeev