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Strategies & Market Trends : APMP (formerly APM)
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To: Greg R who wrote (2054)8/19/1997 9:40:00 PM
From: AlienTech   of 13456
 
APM is goinf down tomorrow..

From the dell conference call

1) strong healthy 2nd half ahead
2) less dramatic component price cuts than last year
3) no component constraint issues

so all the drive makers will be up and both apm and rdrt will be down as usuall.. rdrt may go down quite a bit due to Goldman placing a $300mm convertible note tonight which caused some of the late day sell-off...
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