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Strategies & Market Trends : APMP (formerly APM)

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To: dmccoach who wrote (8915)	11/28/1997 10:10:00 PM
From: Brian Lempel	Read Replies (1) of 13456

Dan, I would also appreciate it if someone would give Crisman a ring. This GMR issue is interesting. I laughed at Gary when I first read his idiotic post. But the Veeco shipment is no one's opinion! I'm trying to think of who the 3 US companies are. I figure one is likely to be IBM. RDRT I think is unlikely because they are now commited to MR and unlikely to jump to GMR this quick. QNTM, SEG and APM are the only ones left. I hope APM is one of them. I have no doubt the company will survive, but a jump to GMR would be interesting to watch play out. I would add one question to the list of questions. It is whether APM plans to continue its 1.7 GB TFI production. If no (or yes, but on a smaller scale), then ask how this will affect the time frame of MR ramp. It would also be great to know if they have any new contract wins. Even if they did, I doubt they would make a press release out of it (they didn't do this even with the WDC ones). That is why we need to get it out of Crisman. Even if we can't get the company, it would be comforting just to know they still have some source of revenue! I would also be interested in knowing who they are in qualification stages with. Just my $.02 Brian

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