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Technology Stocks : Ascend Communications (ASND)

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To: Dennis R. Duke who wrote (46689)	5/12/1998 11:14:00 AM
From: gbh	Read Replies (1) of 61433

Dennis, be careful of RDRT and APM. These guys provide heads to the disk drive makers who have yet to get back on track. I know that IBM, and no doubt some of the large Asian suppliers of heads, have recently moved to GMR heads, which the drive makers need in order to be profitable. RDRT doesn't have these yet. APM is barely producing volumes on MR heads. My feeling is, if IBM wants to own this business, its theirs. The margins of last year on these stocks won't likely be seen again soon, if ever. Have you seen the price of disk drives lately? These guys must be ra*ing their suppliers. Gary

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