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Non-Tech : HMT TECHNOLOGY - UNDISCOVERED YET! -- Ignore unavailable to you. Want to Upgrade?

To: Gene Weisskopf who wrote (2088)	12/3/1998 7:17:00 PM
From: Mark Adams	Read Replies (1) \| Respond to of 2253

If you look at WDC's chart, you'll see three moves up, each spaced about 1 week apart, on high volume. I take that as a sign of mutual funds repositioning in sectors expected to outperform over the next N months. This all started after the Oct 31 year end close on their 98 stats. HMTT didn't show the same level of interest, maybe because of the 'percieved' excess capacity in platters. HMTT held up well during the down turn in both financial and stock price performance terms. I like their technology, and thus far it's been the only platter mfg I've owned, other than a brief position trade in KMAG last year. Some of the sector interest is showing up in RDRT and HMTT, though the bulk of recent gains have been in WDC as it attempts to catch up to gains SEG and QNTM put on over the prior 8-12 weeks. I also sold the last of my RDRT today, a move I hope I don't rue 12 months from now.