I thought everyone here was pretty much out of APM by now.
Just to add one more voice to the crowd, I can refer you all to at least a couple of reports of conversations with Crisman. Check post 1975 of the Applied Magnetics thread, and post 6747 of this thread. The latter was right before the end of the disastrous last quarter. There were several more, but I did not keep a record of all of them.
If you decide to call CC, maybe these and the other earlier conversations will give you a better blueprint of what to ask. He won't answer some key questions, such as yields and I think sales volume. But it seems he does answer questions about percentage of different types of heads, timetables for new head technology, and program qualifications with customers.
I just assumed that no one here would trust CC. But more information is almost always better than less. And, I don't think there is any reason to elect one rep to make a call (unless you are pressed for time). He seems to take or return all calls, and it may be useful for you all to compare notes.
Anyway, just my 2 cents, which may not be worth much now that I am out. |
