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Technology Stocks : Applied Magnetics Corp
APM 1.330-1.5%11:43 AM EST

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To: Brian Lempel who wrote (10959)12/10/1997 9:15:00 PM
From: Think4Yourself  Read Replies (1) of 12298
 
<If they can make it through this year without incurring too much in losses, they should emerge much stronger. >

After reading Quantums press release, I am no longer so sure about APM's long term future. Quantum was/is in the best position of any of the DD manufacturers (except IBM) IMO. I suspect there will be a number of small DD companies merging or going belly up in the next 6 months. If they are APM customer, as Micropolis was, APM MIGHT not survive. Since I don't know who APM's customers are, I cannot say with any certainty. This is merely speculation.

Ken
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