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Strategies & Market Trends : APMP (formerly APM)

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To: appro who wrote (8465)11/15/1997 1:06:00 AM
From: AlienTech  Read Replies (1) of 13456
 
So you think APM is a good buy at these levels? Well...

Not only did CC screw us, But he Screwed UP!
But theres another few companies looking good...


ú RDRT MR heads looking very good [I assume she meant quality and yield]
ú APM fumbled badly, they are in transition to MR but she confirmed that their R&D spending is low
ú Confirmed that the yield problems on the 1.7m/p drives were APM products, and that they are moving away from it ASAP
ú WDC is in the process of qualifying head -stackers- since heads are not constrained but head stack assemblies (HSAs) are in short supply

techstocks.com
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