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Technology Stocks : Applied Magnetics Corp
APM 1.350+2.3%3:58 PM EST

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To: Spots who wrote (11307)1/22/1998 8:21:00 PM
From: Stitch   of 12298
 
Spots,
Seagate has already inferred they are dropping efforts to sell heads or media. IBM has been such an on again / off again supplier of heads and media that they have difficulty gaining any credibility in the business. It is just untenable to be reliant on a competitor for heads or media, which, IMHO, represent where the real rubber meets the road in disk drive design and performance.
Best,
Stitch
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