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Technology Stocks : Applied Magnetics Corp

APM 1.260

-1.6%

Nov 25 3:50 PM EST

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To: Brian Lempel who wrote (10974)	12/11/1997 7:14:00 AM
From: T Bowl	Read Replies (1) of 12298

Brian << Crisman has said to two of us that yields are looking better over last quarter.>> Careful. Don't believe everything you hear. It is all up to interpretation. I bet the this QNTM guy didn't expect the warning yesterday: exchange2000.com The same holds for most of the statements Crisman gave you. There is a reason that we all can interpret his responses in the way we want to "see them" They are all intentionally vague. He said nothing about the bottom line(earnings) and nothing about qual of future MR(If they have qual'd a 2.1 or higher, why not support the investors and announce it). This is going to be a tough few Qs in the DD sector(maybe longer) It's not a good time to be going through such a tough transition. And it will be tough. Look back at the Crisman "talks" of the past, just back in Sep he was saying "TFI yields are MUCH higher than MR yields. MR rev will not exceed TFI for quite some time" todd

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