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

To: Frodo Baxter who wrote (2147)	2/22/1999 8:09:00 AM
From: T Bowl	Read Replies (1) \| Respond to of 2253

Lawrence - Seems to me lots of companies in this sector have written off their "cash making machines" and are positioned to print lots of free money going fwd. Obviously, we're dealing with a sector where most companies continue to work down BV, but most investors are only concentrating on the so called "earnings" looking fwd. Who do you think is best positioned as a result of all of these write-offs? Certainly most of the Indys are on the list: RDRT, KMAG, HMTT. But APM is still in denial. WDC seems positioned potentially. todd