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


To: Donald Isenhower who wrote (6283)5/9/1999 6:05:00 AM
From: Stitch  Read Replies (1) | Respond to of 9256
 
Donald,

I honestly do not pay enough attention to STK but they obviously did some things right in the past. The company BK'd some years ago and clawed back. And they are in a very hot space in my opinion. In any case, as you do your diligence I would welcome your comments on what you find.

<<The analysts on the call were remarkably friendly considering the size of the shortfall and seemed not to be worried about STK getting things back together>>

Don't know if you ever had occasion to listen to a Komag CC but they are remarkably chummy also. Not much correlation to forward performance here. Maybe a Wall Street pharmacy had just restocked Lithium?

Best,
Stitch