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Technology Stocks : Applied Magnetics Corp
APM 1.380-2.8%Nov 14 9:30 AM EST
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To: Bill Lin who wrote (11539)3/23/1998 2:02:00 PM
From: Mark Adams  Read Replies (1) of 12298
 
I've been thinking about RDRT & APM. In a way, Crisman was right to pursue a merger with RDRT IMO.

I say this, because I believe the trend in DRAM can be applied to Media/Heads. That being that the cost to make the technology transitions is increasing to such an extent that only players who achieve a critical mass (size/sales) will be able to stay in the game.
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