Applied Magnetics Corp Message Board

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Technology Stocks : Applied Magnetics Corp

APM 1.315

-4.0%

1:01 PM EST

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To: Frodo Baxter who wrote (11158)	12/29/1997 2:59:00 PM
From: Jonathan Bird	Read Replies (2) of 12298

I don't expect APM to last 1998. I don't know man. Nothing would make me happier, but I just don't see bankruptcy this year. What makes you think they wont just waste away. APM has been around for a long time. You could say they are a real survivor. Maybe they could be aquired, but I think the stock price would truly have to be deep in the gutter(like <4) for that to go through. They certainly won't be aquired for their valuable relationships with customers. And obviously they wont be sought after for their advanced technology or state of the art facilities. It's a fixer upper for sure. And I don't see anything that leeds me to believe there is a capacity shortage in the industry right now. How low do you think the price would have to go for them to become attractive? Who would want them? Maybe someone that wants to be vertically intergrated? I don't have any expierience with analysing such situations. Jon Bird

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