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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: tom pope who wrote (10535)	4/2/1998 11:18:00 AM
From: Sam	Read Replies (1) \| Respond to of 13456

Tom, "WDC's strength is said to be based on IBM-related takeover rumors, but that doesn't account for the strong performance of all three yesterday." Actually, if WDC gets taken over, the other two would go up as well. Consolidation would help this industry, even if it makes IBM stronger, I think. In fact, it might even be better for it to be taken over by IBM than an Asian company (if any Asian companies had the financial resources to do it), since at least they are interested in making good money, while the Asian companies are more interested in market share, cash flow and revenue. Sam