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Technology Stocks
komag
An SI Board Since March 1996
Posts SubjectMarks Bans Symbol
848 11 0 KMAG
Emcee:  scott blomquist Type:  Unmoderated
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23 JPM, I am not a technical man (not yet, but learning), but what do I look for?scott blomquist-3/19/1996
22 JPM: Thanks for info on Komag. If you have the time, could you briefly explaiMephisto-3/19/1996
21 Ken, Why do you expect 1997 will be a tough year for the disk-drive market? MMephisto-3/19/1996
20 JPM, I'm all over this stock at 27 1/2 and if it goes lower it is even a bscott blomquist-3/19/1996
19 Scott the downside could only come from revisions in estimates. If they do comJPM-3/19/1996
18 Ken, why the rough ride next year in diskdrives? I would expect a resurgence inJPM-3/19/1996
17 Ken, What do you see as the downside. KMAG is trading at a p/e of 8 using 96 scott blomquist-3/19/1996
16 Some thoughts on KMAG: - they sell into the high-end of the market, meaning Ken Peterson-3/18/1996
15 Mephisto, I don't know why it doesn't go up, the fundamentals and everscott blomquist-3/18/1996
14 Komag has some exposure at Seagate. With Seagate's acquisition of Conner aChris Loh-3/18/1996
13 scott, I wonder why Komag doesn't move up? Maybe the analysts don't haMephisto-3/18/1996
12 Patrick, I noticed, from Don C's post above, the two big customers are SeMephisto-3/18/1996
11 Pat, I noticed the customer thing to, but they hit all the major disk drive mfscott blomquist-3/17/1996
10 Mephisto, Interesting. Thanks. I got into Komag's web site and they givescott blomquist-3/17/1996
9 I added Komag to my portfolio in early Jan 96. The stock looks great on paper.limit-3/17/1996
8 scott, This evening on Paul Kangas' Wall Street Wrapup, the guest monitor,Mephisto-3/15/1996
7 Don, thanks for the input. Got anything else?scott blomquist-3/15/1996
6 Mephisto, I believe I got that S & P report from my local library. I statscott blomquist-3/15/1996
5 scott, I just got around to reading my S&P Investor's Monthly, preparedMephisto-3/15/1996
4 Scott, The other article I read on Komag was a list of analysts' opinions aMephisto-3/14/1996
3 Komag does look great, with zero debt and strong earnings growth. I like compaDon C.-3/14/1996
2 Hello Mephisto, thanks for the input on Komag. I realize it is a volatile stocscott blomquist-3/14/1996
1 Hello, Scott, As you say, Komag, gets all A's or the best ratings. It is aMephisto-3/13/1996
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