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

To: Stitch who wrote (4744)	10/16/1998 11:42:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

Nice move on Komag. A bullish signal in light of your negative views on media. I expect to see this posted on briefing.com Is there something with this 4.3 platter that will set them up for good things? Or just a general improvement in business conditions? It would seem like HMT would be right in there if RDRT is supplying heads for the new WD 4.3 program. Regards, Mark

To: Stitch who wrote (4744)	10/16/1998 8:20:00 PM
From: Frodo Baxter	Read Replies (1) \| Respond to of 9256

>Look, I am addressing this to you because I know, of all the rebukes I am going to get, yours will be the most biting and the most logical. So...I bought Komag yesterday. Not a little either. If you have the cojones to invest in a company that's... ahem, technically bankrupt, nothing I say will change your mind. Don't bother looking at earnings; they're so distorted for this company. Take a look at the cash line for the past 3 quarters instead. Nice negative slope... >I wonder out loud if it is at all possible that Seagate, whose bulk heads/media production is still only fruitful at the lower range, has determined that there is no need to be at the leading edge of areal density for the desktop? Hey, isn't that what AMC said? Moore's law is very unforgiving. If you fall off, you usually end up a footnote in the history of the industry...