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To: Jeff Lins who wrote (4128)10/12/1998 3:24:00 AM
From: Stitch  Read Replies (2) | Respond to of 5058
 
Jeff,

In re: to StorMedia's filing you said "a shocker". Not really.

Message 3296724

The shocking thing was that they held on this long. This is excellent news. It eliminates unnecessary capacity. But more elimination has to occur. Especially at the DD level.

Maybe someday this sector can contemplate actually being profitable again.

Best,
Stitch



To: Jeff Lins who wrote (4128)10/13/1998 7:53:00 AM
From: CPAMarty  Read Replies (1) | Respond to of 5058
 
from www.zacks.com

ESTIMATE REVISIONS:
RDRT: HAMBRECHT&QUIST made new estimate for quarter ending
03/99 of $0.01 on 10/06/98
RDRT: HAMBRECHT&QUIST made new estimate for quarter ending
06/99 of $0.08 on 10/06/98
RDRT: HAMBRECHT&QUIST made new estimate for quarter ending
09/99 of $0.21 on 10/06/98
RDRT: HAMBRECHT&QUIST made new estimate for quarter ending
12/98 of $-0.20 on 10/06/98

RDRT: HAMBRECHT&QUIST reconfirms the recommendation as Hold on
10/06/98