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Technology Stocks : Applied Magnetics Corp
APM 1.425+1.8%12:37 PM EST

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To: maaad who wrote (11186)1/11/1998 2:52:00 AM
From: Don Earl  Read Replies (1) of 12298
 
New markets for DDs?

mktnews.nasdaq.com\www\nasdaq\news\RN\1998\1\10\Re29275T0821.html&usymbol=9999

techweb.com

techweb.com

This gives some insight into the over supply situation:

techweb.com

My comment would be that you can't raise cash by producing more inventory than you can sell at a profit.

I thought this was interesting:

techweb.com

It's also interesting to look at the computer ads in the Sunday paper. The prices make upgrading last years machine or buying a first entry level PC pretty affordable. I also think Y2K is going to kick computer sales into orbit over the next year as huge networks are forced to upgrade to make the dead line. There's a reason why DDs have been trying to build more capacity over the last year. Some opinions pro and con:

techweb.com
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