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Strategies & Market Trends : Tech Stock Options
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To: AlienTech who wrote (28088)11/9/1997 11:13:00 PM
From: dougjn  Read Replies (1) of 58727
 
Barrons guys words were certainly broad brush on APM. His thinking may or may not be, it was a short discussion.

I've been out for a few weeks, as I've said.

I suspect that what's happened is that WDC is moving much faster out of it cause their sweet cost spot 1.3gig (or was that the 1.7gig) TFI drive has been undercut by Fujitsu dumping at higher capacities. TFI being phased out MUCH faster as a result. APM left high and dry, starving while it tries to ramp MR as fast as possible.

Not what WDC planned, but has had it shoved down their throats. They aren't gonna bleed white for APM, just try to level with them, not blind side them, given relationship.

If so, terrible for APM. Depending on open, I may short.

Regards, Doug
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