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Technology Stocks : Applied Magnetics Corp

APM 1.141

+3.8%

3:59 PM EST

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To: Jonathan Bird who wrote (11968)	5/20/1998 7:32:00 PM
From: T Bowl	Read Replies (1) of 12298

JonBird - Thanks for posting the recent APM 10Q info. I am surprised there hasn't been much talk about the juicy stuff you posted. FWIW, I spoke to CC a few weeks ago and asked specifically about the 2.1GB TFI head for Samsung. His comments were: "they have requested that. But we haven't demonstrated we can make it. We never intended to make it. We stopped development on that head last fall" I did notice a while back that they stopped mentioning that product a few Qs ago(after the failure of the 1.7GB TFI head). I can only come up with 2 of the MR pgms that had an early end of life - the WDC portfolio and Micropolis - maybe they were supplying Micropolis for several pgms. It sounds to me like they are not even attempting to qual a 2.1GB MR head which is not surprising I guess. Seems to me that after hearing about RDRT 2.8GB problems even with RDRTs experience with 1.3, 1.7 and 2.1 MR generations, APM might not be able to simply jump in with a product ready to go. Their only 2 current customers are WDC(75%) and Samsung(25%) according to CC. If the RDRT 2.8GB qual is real then APM is sunk IMO. Think about it. WDC is going to 80% MR this Q and 100% MR in the SepQ on. If WDC sticks with their traditional 2 supplier system then APM will sell very little in the SepQ. That leaves only Samsung as a current customer - and they're supplying them with the 1.7GB TFI right now. Sounds to me(from Dennis Duke's posts) that RDRT is close to a Samsung 2.8GB qual, and remember, IBM has been suppying Samsung with MR so the customers are drying up quickly. Glad to be short APM, todd

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