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Technology Stocks : Hutchinson Technology, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (1257)	5/23/1999 12:34:00 AM
From: Z Analyzer	Read Replies (3) \| Respond to of 1487

<<That is not a problem for Hutch in the 20's, but I would worry in the 40's. >> I will be happy when we have something to worry about. What do you think HTCH will be worth when they get SEG or Fujitsu and one of their competitors drops out of the business leaving only two distant seconds? Here's one to mull over. How many years lead would you guess HTCH has versus its competition? Can you name any other hardwre company with such a big lead? Besides these factors and my belief that dirt cheap PCs and the internet will stimulate worldwide growth while digital audio and video will develop into large markets, I can't think of too many reasons to be optimistic. <<For all those who think this stock is a $100 value, just look at this discussion. They can't maintain sequential earnings growth and no predictability.>> Warren Buffet would disagree that earnigs predictability is a relevant factor to a rational investor (see latest annual report). Of course, we know the market isn't rational. -Z