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Technology Stocks : Applied Magnetics Corp

APM 1.090

-5.2%

Dec 29 3:59 PM EST

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To: Don Earl who wrote (10398)	11/18/1997 9:33:00 AM
From: Greg Jung	Read Replies (1) of 12298

Don, I advise you not to invest in DD sector quickly. If they recover there will be plenty of time to analyse again and be ready when they drop. If you must buy into DD, limit the possibilities to Seagate or WDC or Quantum. At this stage the current PEs mean nothing, estimates mean less. Greg

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