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Technology Stocks : Applied Magnetics Corp

APM 1.070

-4.5%

Dec 31 3:59 PM EST

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To: Harve Wolfe who wrote (10360)	11/15/1997 2:28:00 PM
From: Thomas George Warner	Read Replies (1) of 12298

Harve RDRT is in fact larger than APM about 46.7M shares vs 23.2M shares with about 3 times the sales. But that is not important in this instance. APM is spending as much as RDRT on R&D and has a profit margin almost 3 X that of RDRT. In addition they have the edge in a very crucial area, innovation, who tried to buy who????? The little fish tried to eat the big one!!!!! look at the numbers and tell me which one you would bet on: RDRT: dailystocks.net APM: dailystocks.net One last thing. I have read many of the posts on this thread relative to the developments in R&D in this sector, I am amazed at the fact that probably few realize or understand what really goes on in this arena. There is a 6-9 month window now in the DD sector from technology discovery to implementation and the technology is changing faster and faster. The company that succeeds today is not the largest, but the ones that have the most innovative managers and workforce. In my book that is APM. Just look at the numbers in the above http. Good investing and hope this helps.

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