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Technology Stocks : Applied Magnetics Corp
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To: Stitch who wrote (11833)5/4/1998 8:12:00 PM
From: Greg Jung  Read Replies (1) of 12298
 
WDC is strong because they make the lowest priced drives.

Here is the first portion of the summary you pointed to:


    - broad based technology licensing and component supply agreement.
    This includes heads, HSAs, silicon, firmware, etc. 
    - desktop biz will gain special access to GMR heads and 
       technologies  simultaneous with IBMs development of these 
       platforms.
    - does not pertain to all desktop designs of the future. 
    - agreement does NOT preclude other head suppliers from competing 
    on future NON-IBM desktop pgms at WD.



I don't know where you are placing your excitment, as a short against apm/rdrt it doesn't go far. Long for WDC I think it should fly. Not a factor to IBM - except they may be able to beat the price by $50 in a sub-zero with WDC component.

Greg
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