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Technology Stocks : Applied Microsystems

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To: Jeff who wrote (87)	12/18/1997 2:45:00 PM
From: Smilodon	Read Replies (2) of 134

Jeff, APMC has a lot of exposure to Japan (37%). A talk with the CFO indicated that as normal, their quarter is very backend loaded. They are working like crazy to make their number, but some Asian customers may be delaying purchases to see how things will shake out. Analysts love their business long term, but would not be surprised if the company comes in below expectations this quarter. This is a good long term investment. Its underlying market is growing rapidly and it is also a good acquisition candidate. It is profitable with a lot of cash so there is no balance sheet risk. Beware using only technical analysis for this type of stock. Its price is low and volume is thin. A large institution can flush it out just to clean up their portfolio and crush the stock. There is not enough steady demand to absorb a lot of supply. This is the best time to buy at prices that defy reason.

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