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Technology Stocks : Applied Magnetics Corp

APM 1.385

-15.5%

2:53 PM EST

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To: Bill Lin who wrote (11637)	3/26/1998 6:50:00 PM
From: Stitch	Read Replies (3) of 12298

Bill, <<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 think you have a good "read" on it. But I am staying away from HMTT because I think the overcapacity in media is rapidly exceeding the overcapacity in disk drives in general. I base this on continued expansion among Japanese vendors and the decline of platters per drive that is expected. Also the increasing capacity of internal uppply programs. I agre with youe observation about deep war chests at IBM and Seagate. I also think Fujitsu has a deep war chest. Those that are thin include WDC (they stupidly spent their war chest on their own stock at 44 bucks a share and now have diluted with a convertible), Komag, STMD, AMC, and RDRT. Best, Stitch Best, Stitch

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