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Technology Stocks : Applied Magnetics Corp
APM 1.300-2.3%Dec 12 9:30 AM EST

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To: Jonathan Bird who wrote (10737)12/7/1997 12:44:00 AM
From: Rational   of 12298
 
Jon:

What this means is that the process yields on the 1.7 TFI AND the 2.1 MR were lower then was anticipated. I understood this AND clearly. My point is: "lower than anticipated" may refer to APM's bench-mark, not industry bench-mark. I do not know if even APM knows the industry yields.

I agree this statement of mine is misplaced under the correct definition of yield: Now, the increase in the demand for MR heads from WDC will raise the yield of MR heads

I know that Crisman talked about his transition earlier than WDC's announcement. All that I am trying to say is that WDC may have made its announcement as soon as it knew of readiness of APM to mass produce MR heads. This is a natural business strategy for a reputed component supplier and its customer.

Yes, but keep coming back and we will straighten you out. :)
Yeah, for doses of misinformation from shorts!! Luckily, I know how to weed out misinformation. <G>

Sankar
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