APMP (formerly APM) Message Board

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Strategies & Market Trends : APMP (formerly APM)

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To: greenboy who wrote (2568)	8/26/1997 2:40:00 PM
From: Schafe	of 13456

Greenboy: From APM,s latest 10Q. "The disk head industry is intensely competitive and largely dependent on sales to a limited number of major disk drive manufacturers and systems companies. The Company's top four customers accounted for 87.8% of the Company's net sales in fiscal 1996." One risk of owning APM is its dependence on WDC and only three other customers. I think that WDC is about 40% of sales. Part of the bet here is that the relationship with WDC will hold. Keep both eyes open. Regards Schafe

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