Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 282.49

+8.5%

Feb 6 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mark Oliver who wrote (1664)	12/2/1997 7:48:00 PM
From: LK2	Read Replies (1) of 9256

>>What about component suppliers? Seems like they should be pretty stable.<< APM is a component supplier to WDC. APM prospects for future revenues and earnings (more likely negative earnings for the upcoming quarters) appear to worsen with each new earnings warning from WDC. 1. APM mainly produces thin film heads. They are just starting the transition to MR. So the faster WDC stops using thin film, the more APM will lose. 2. One of the few MR programs APM is qualified for is the 3-inch portable hard drive at WDC. And now WDC announces it is dropping that business line. It's almost like a joke, except that I doubt APM is laughing very much. 3. APM doesn't give out press releases to the public to say how the business is doing (except for the quarterly earnings reports). So the only way to figure/guess how APM is doing is to check on their customers and competitors. And since WDC is nice enough and open enough to explain publicly what is happening in WDC's business, you can guess that APM's business is going to be pretty rotten. -LK

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next