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Technology Stocks : Applied Magnetics Corp

APM 1.060

0.0%

Jan 15 3:59 PM EST

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To: Jonathan Bird who wrote (10896)	12/9/1997 3:47:00 PM
From: Think4Yourself	Read Replies (2) of 12298

re: But if you talk to those longs now they will tell you that they sorely regret having ever talked(or heard) to Craig Crismum. I remember reading a few weeks back on this thread that stockholders didn't think much of Crisman's honesty. There were some very unflattering comments. I only trust the SEC reports and audited statements, so I don't expect anyone with a vested interest to be honest with me. Why would we care so much about Korean currency exchange? I am interested in Malaysian info. That's where the callable loans and factories are being built, no? Perhaps I need to recheck my facts as I may have them mixed with another investment. His comment about MR is not totally borne out by the facts. IF they could produce "considerably" more MR (even though their plants have been under construction), why did WDC go to RDRT for the MR?? It is painfully obvious that WDC no longer wants TFI. Why couldn't APM have qualified with WDC for MR over a year ago? re: APM is capable of producing considerably more MR than they are, but TFI is what customers are buying and orders should continue for at least another 12 months. I read that as "... what OUR customers are buying ...". Again, why did WDC go to RDRT for MR??????? I concede that APM could perhaps make more MR heads but, again, why didn't WDC buy them??? (anyone sense a theme here?) Overall his responses seem to reaffirm that APM will still be around in a few years, but he failed to address any of the near term issues. The answers seemed nuetral to me and could easily be interpretted either way. The only thing I found from his replies was that he appears to admit that their fixed costs are going to hurt them. Ken

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