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

To: LoLoLoLita who wrote (2055)1/4/1998 3:03:00 PM
From: Dale Stempson  Read Replies (2) | Respond to of 9256
 
From your selection, I like HMTT best. Here's an interesting recent post from the HMTT thread:

____________________

To: Mark Adams (1433 )
From: Darrell Smith
Tuesday, Dec 9 1997 2:19PM EST
Reply # of 1465

spoke to HMTT IR again today some relevant points:

a) "we are on target; inventory & capacity are maxxed out, working 24 hours a day to fill demand that we have"

b) "we supply wdc's high-end line and haven't seen much slack there either"

c) "we've only had to make very minor pricing adjustments, but nothing that will adversely affect our internal targets"

d) "quantum and maxtor continue to do well from our perspective and show no weakening"

e) "no slack in demand from samsung"

I asked if what the CEO stated during conference call was still correct, i.e., his statment "we've never seen so much business in the channel", and they affirmed that it was

I asked if what was happening at Seagate was affecting their bottom line and they stated no.

They stated that they are making everything they possibly can for Iomega as Iomega is maxxing their production line for jaz platters.

____________________

Regards - Dale



To: LoLoLoLita who wrote (2055)1/5/1998 9:21:00 AM
From: Pierre-X  Respond to of 9256
 
Re: Bottom fishers beware

You said:
But sometimes you can make big money getting in before everyone else does.

And sometimes you can lose big money on a turkey everyone else has enough sense to avoid.

Bottom fishing is the preferred strategy of the greedy and the research-impaired. The big guys like Lynch and Buffet would never dream of investing this way. Buffet spends, on average, a YEAR doing research that yields ONE investment.

PX


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