#DUAL HD BOOT
01-Aug-93 23:52:27
Sb: #108949-#DUAL HD BOOT
Fm: Steven D. Kapplin 70055,1021
To: Paul Higginbottom 74140,250
Paul,
Well, I didn't say CBM was blue chip, did I? Speculation … that's
what it's about – Maalox! As for disk drives, well shortages and oversupplies
come and go in any business. Right now oversupply may drive profits down and,
hence, stock prices. So drive makers may become pretty good investment
opportunities. They may even look better if they have declining profits during
a down market. That double whammy could make their prices real attractive.
But, they are good investments if they have value worth investing in. Features
such as innovative product lines, good r&d, strength in their market,
survivability, etc. I think a couple of them may be worth looking at, anyway.
Besides, even if this isn't the time to buy, there may be better times down the
road. I'm only 10 years away from retirement, so I need those 50% a year
speculations!!