Applied Magnetics Corp Message Board

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Technology Stocks : Applied Magnetics Corp

APM 1.640

+5.1%

3:59 PM EST

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To: LK2 who wrote (11057)	12/17/1997 5:18:00 PM
From: Zakrosian	Read Replies (1) of 12298

>>soft evidence would be that the analysts are able to come up with 'estimates' that later prove surpisingly accurate, when everyone on the SI threads is blindsided by the reported results).<< Larry - if you are interested in soft evidence, I think you would find that for the past two quarters, virtually everyone on the SI threads who predicted APM's quarterly earnings were way high. The only estimate that proved to be on the money was that of Paul Fox (I think that's his name - the MonSec analyst who follows APM). Either he got guidance from APM or he's very, very good.

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