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


To: Sam who wrote (6152)4/27/1999 1:31:00 PM
From: La Traguhs  Read Replies (2) | Respond to of 9256
 
<<Curious. Are you a buyer of HMT at this depressed level?>>

No! Not yet. I'm holding a loss position in HMTT now. I'm favorably disposed to HMT over Komag, and have been for some time, so I'm looking for a more indications that HMT has bottomed out and their marketplace is starting to show signs of firming before I increase my position.

So what am I looking for in HMT?

* Announcement of OEM quals at Conner

* Continuing unit growth at Maxtor

* An indication of what Hyundai will do with MaxMedia

* New customer wins at HMT

Positives in three out of these four will make me ready to but more HMT.

Regards,
LT