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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: Kashmir who wrote (11548)	3/23/1998 11:58:00 PM
From: Stitch	Read Replies (1) of 12298

Kashmir, To be honest with you and FWIW its partially my job to watch the DDsector and I didn't see the acceleration to MR either. but it was inevitable someday and I guess I didn't relize how flat footed AMC was. Crissman is famous in the biz for his anti-social, hip shooting remarks. Kinda reminds me of QT Wiles remember him? In any case, I was fortunate to go to mostly cash a year ago and am trying to cautiously return to the market. But the DD sector, which is what I feel I know, has no encouraging words these days. I've made a little paper money on CNU, a medical company with some interesting attention from Soros et al, and good money on BSC. Also was in and out on VECO with extraordinary good timing (for me that is). I am long on ZIGO, BSC, and CNU and still mostly cash. I missed Dell badly, kept watching it go up. Best, Stitch

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