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Technology Stocks : Applied Magnetics Corp
APM 1.320-1.5%Dec 9 3:59 PM EST
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To: William T. Katz who wrote (10889)12/9/1997 10:48:00 AM
From: Dave Chanoux  Read Replies (1) of 12298
 
I appreciate your running the numbers. Thank you.

Far too optimistic in my opinion. Depreciation is included in the product margin, a fixed cost. Margin is volume related even though that violates the traditional definition.

In my opinion, the company will survive, the next two quarters are wash-outs, and the market will eventually look beyond them.

Regards,

Dave Chanoux
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