Applied Magnetics Corp Message Board

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Technology Stocks : Applied Magnetics Corp

APM 1.410

-0.7%

12:00 PM EST

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To: Spots who wrote (11395)	2/7/1998 9:31:00 AM
From: Jens Riege	Read Replies (1) of 12298

One thing that came out in yesterday's shareholder meeting was that it is not just capacity that decides the the selection of the head supplier. In addition to head performance it is also the cost, and Applied Magnetics through cost controls at this time is targeting to make the most cost effective head. Last year you could see that Read Rite had a top heavy corporate structure and as far as I can tell now not much has changed. So I would think that the cost to make their heads due to the thick management layer will be pretty high. For this reason, a hard drive company may select a head supplier because of lowest cost available for a given head design, best performance or best capacity. BUT not necessarily all three are required. Correct me if I am off target.

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