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Politics : Idea Of The Day
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To: IQBAL LATIF who wrote (12655)10/23/1997 8:19:00 PM
From: Bruce Tiemann  Read Replies (1) of 50167
 
[what is your take on APM]

They announced 0.60 vs. expected 0.82. This is a LOT more than SEG made, but the street doens't seem to hold APM in much favor. (SEG reported -0.96/share after charge, +0.08/share before charge, vs. est somewhere between 0.40 and 0.60/share (I recall).) APM has good growth, 35% y-y, and made the same earnings/share on half the revenue as Read-Rite. But it fell quite short, and has the #1 short interest.
Do you think the shorts were looking for a wide loss, and not just a shortfall?

Thanks for any comments - this will be a long and possibly sleepless night for me.

Bruce Tiemann
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