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Technology Stocks : komag -- Ignore unavailable to you. Want to Upgrade?

To: RDH who wrote (672)	6/3/1998 4:41:00 PM
From: Wheats	Read Replies (1) \| Respond to of 848

RDH, Don't give me too much credit for getting out of KMAG last week. I'm embarased to tell you what I paid, but timing was an issue. I was approaching 1 year, and I wanted a short term loss before it turned into a long term loss. I don't like this stock much, and don't plan to trade it again. I bought RDRT with the proceeds as they are beaten down, and I believe have a much better future than KMAG. You might also look at IDTI that fell to a new low today after a pre-announcement yesterday. Another one to look at is TLXN that just turned down a buy out about 10 pts higher than its current value. Word is that another offer may be forth coming, but who knows? I also like CHKPF at current levels (good growth, management, market share, and profitable). Its been beaten down from the mid 40's to 28 due to an untrue rumor that Microsoft would compete in their marketplace. The techs need to improve their tone before any of these make significant inroads.

To: RDH who wrote (672)	7/10/1998 12:11:00 AM
From: CORKY	Read Replies (3) \| Respond to of 848

WILL KMAG POP UP AFTER 2Q EARNINGS AND SPECIAL MEETING 7/22? I would think if shareholders authorize extra shares and Komag renegotiates its bank lines, this is only good news and shares will continue to rise? KMAG has bottomed out now? What more bad news could come out from earnings on July 16? $5.125 was bottom? I think KMAG great short and long term buy now? or wait till after 7/22 meeting to buy more KMAG? I had KMAG back when $35 range!! Day trade strategies anybody? Is IOM better day trade than KMAG?