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Technology Stocks : Applied Magnetics Corp
APM 1.280-2.3%Nov 24 3:58 PM EST
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To: T Bowl who wrote (10928)12/10/1997 11:21:00 AM
From: Dave Chanoux  Read Replies (1) of 12298
 
No MR cutbacks at WDC. That would be opposite of everything said in the CC's and PR's since September.

However, making DD's is not quite just putting things in a box. The parts and components for MR DD's are not the same as parts and components for TFI DD's. Suppliers have to be turned on, test equipment moved around etc. That's where the extra costs/charges come in. Doesn't happen instantly, otherwise it would have been all done yesterday afternoon.

WDC must have commitments to customers as well which they have to honor as well. DD's aren't quite like rental cars; reserved a subcompact, don't have one on hand, take a full size for the same price instead. WDC has a need to ship working product.

Transitions expose manufacturing/revenue risk. Although they have been through this before, this one is market-driven rather than company-driven and perhaps forced rather than planned. I would expect them to build higher than normal inventories of critical components to minimize the risk of not being able to ship a $200 item for lack of a $10 part.

I would be curious to know what is limiting their production of MR DD's and why it will take 6 months to implement this plan.

Keep pushing those numbers Todd and Gus,

Gus, who caught the Flutie pass? Doug's father worked at Digital Equipment (there, I justified this post) but left to become his son's agent.

Thanks and regards,

Dave Chanoux
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