Applied Magnetics Corp Message Board

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Technology Stocks : Applied Magnetics Corp

APM 1.330

-2.9%

3:03 PM EST

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To: Jonathan Bird who wrote (11250)	1/18/1998 8:42:00 PM
From: Spots	Read Replies (1) of 12298

Thanks, folks, for the responses to my question. Sorry not to have got back sooner. The quarterly report left me feeling APM wasn't the company I bought into (not claiming my insight was so great, btw). So, what's the bigger picture in DD head supply? Who will be the majors in coming months and years and how much can they supply? How much will their customers buy to the exclusion of other suppliers (e.g., how much will, say, WDT depend on SEG or IBM, their competitors, as suppliers)? These are questions I'm asking myself as to longer-term viability of APM and other players. Regards Spots

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