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


To: tom pope who wrote (5007)11/21/1998 6:51:00 AM
From: Z Analyzer  Respond to of 9256
 
"Z, you've always been a responsible observer of the DD scene - but 40 cents for the 1st
fiscal Q (12/98)? Zacks gives a mean of .09."
I wouldn't want anyone to buy because of me. However, I believe Zack's numbers are off. Montgomery, and, I believe, H & Q are at about $.19 cents which is what the company is comfortable with. My $.40 estimate requires still higher gross margins which I have some reason to believe but cannot be highly confident of. After all, even $.20 is a dramatic improvement from the $.67? loss last quarter. Further inprovement in future quarters based on succesful TSA growth and continued strong conventional demand are the key requirements for higher share prices as opposed to a one time surprise. Z