Applied Magnetics Corp Message Board

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Technology Stocks : Applied Magnetics Corp

APM 1.345

-2.5%

Nov 17 2:23 PM EST

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To: LK2 who wrote (11512)	3/20/1998 10:22:00 PM
From: Mark Adams	Read Replies (1) of 12298

Well, I appreciate your candor. It sounds like we could almost read more into what he didn't say than what he did. Namely that this quarter (~oct 97) looked ok but who knows what the next one may hold. I'd say that some of this caught APM and WDC by surprise; The story at the end of Sept 97 was quite a bit different than the story mid December. And, their strategy seems well suited to the sub1k segment. One platter, two head drives with the minimal cost(s)... But WDC felt they needed to change course and chase the higher margins at the high end. It looks like Maxtor has been setting the mark, WRT the price/perfomance bar in the retail market. But I'm biased re Maxtor drives though not a stock holder any longer.

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