Applied Magnetics Corp Message Board

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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: Thomas George Warner who wrote (10361)	11/15/1997 5:45:00 PM
From: Jonathan Bird	Read Replies (2) of 12298

<<APM is spending as much as RDRT on R&D and has a profit margin almost 3 X that of RDRT.>> There is no question that APM is comming of of a very profitable year where the profit margin WAS very high. But how will they be going forward? This is what matters. This is exactly what I meant when I said this stock is being proped up by the past in a prevous post. Obviously profit margin is gonna take a serious hit which is why next year earnings wont be half as good as last years. So APM has more R&D. Is that unusual considering how they are just entering into a product transition? How much was RDRT's R&D at this stage of there own transistion? I don't know, but probably much higher. Jon Bird

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