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To: Zakrosian who wrote (12022)	5/27/1998 4:37:00 PM
From: Tom Simpson	Respond to of 12298

>Are we looking at the end of independent head mfrs, I don't think so. TDK and Yamaha are both pretty independent and IBM is sure acting that way :o) The purpose of this kind of analysis it to see if there is a floor and where it might be. This is clearly not yet a ZE situation. While it remains rational to maintain an existing short position, there is actually a point where covering it makes sense. The other thing to notice is that they better stop the bleeding pretty darn quick. What we don't know is what is coming out of the lab. They could pull a rabbit out of that hat.....that is precisely the gamble you take going long here. Best......Tom