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Technology Stocks : Applied Magnetics Corp
APM 1.141+3.8%3:59 PM EST

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To: Rational who wrote (10625)12/5/1997 3:11:00 PM
From: T Bowl  Read Replies (1) of 12298
 
Sankar! We agree!

<< It is good for APM if WDC does not get into the head business.>>
Very good. I would rather they all get out of it. Haggerty's statements at COMDEX go to show just how tough it is to make heads for ANYBODY. WDC wants nothing to do with it!

We all must remember:
1) QNTM is only internally supplying around 20% of their heads.
2) SEG is actively looking for a supplier for heads as well.

I just wish we could convince IBM the same thing.

todd
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