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Technology Stocks : Applied Magnetics Corp

APM 1.640

+5.1%

3:59 PM EST

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To: Stitch who wrote (11628)	3/26/1998 10:04:00 AM
From: Dave Chanoux	Read Replies (1) of 12298

The 10Q released last July reported that MR qualifications were underway. No customers were identified. The statements from the company at that time were something like this: When our customers want MR we will have it for them. The clean rooms in Goleta have been converted to fabricate MR wafers. The challenge is in head assembly in Thailand. Making a few is relatively simple; making ten thousand good ones is very, very hard. I would guess that the time from qualification to volume shipment is 3 to 6 months. Recall that WDC announced their transition plan in December (I think it was December) for completion in the June Quarter. GMR is a future thing, don't count on any customers being ready for a year or two. Just my opinions. Regards, Dave Chanoux

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