Applied Magnetics Corp Message Board

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Technology Stocks : Applied Magnetics Corp

APM 1.640

+5.1%

Nov 19 3:59 PM EST

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To: Stitch who wrote (11628)	3/26/1998 3:48:00 PM
From: Bill Lin	Read Replies (1) of 12298

The quant column on thestreet.com described the backtested data that prices in industries rise in anticipation of earnings turnaround. If the earnings turnaround are not sustainable, they sell out before earnings do turnaround. if earnings growth are sustainable, then the rally pushes on (see banks). However, selloffs occur prior to earnings peaking. So...does APM have the right management to take it through the next earnings cycle 12 months from now? or is CC too stubborn minded and not flexible to industry/consumer needs? I get the feeling from reading RDRT reports that they are stubborn management. Same with KMAG for not going to IVAC equipment. HMTT is too young for me to get a handle on...but they look like flexible managers caught in huge revenue growthrates. I gag at the thought of looking to SEG and IBM for managemet leadership for the next cycle. However, they look like they have the funds for cap ex reinvestment... BL

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