Applied Magnetics Corp Message Board

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Technology Stocks : Applied Magnetics Corp

APM 1.340

+6.3%

Nov 26 3:43 PM EST

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To: Jonathan Bird who wrote (10979)	12/10/1997 10:31:00 PM
From: Yogi - Paul	Read Replies (1) of 12298

Jon, Not convinced demand is healthy. I try to give the production planners credit for reasonable estimates of future demand and matching capacity capability to the estimate. When management sees demand slipping below capacity, they begin to adjust selling prices to stimulate demand. Management can still honestly report terrific demand for the product. Problem is, no profit. I'm waiting for one of these drive or box makers to stand up and say, "Demand is not good at a profitable price level." When that happens, we will have quite a buying opportunity. irthrifty BTW excellent analysis on APM.

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