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Technology Stocks : Applied Magnetics Corp

APM 1.400

+2.6%

Nov 7 9:30 AM EST

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To: T Bowl who wrote (11822)	5/4/1998 6:44:00 PM
From: Greg Jung	Read Replies (2) of 12298

How is the news such a downer for other head suppliers? It simply means that WDC, the only one of the big four to not have a head operation, buys some heads from IBM. I suspect that IBM may not be overflowing with capacity to do this and will not accept cut-rate prices on bleeding edge technology. So they may be restricted to the highest capacity drives. I see it (keeping all money off the table!) as more a threat to Seagate and Quantum. Greg

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