Applied Magnetics Corp Message Board

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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 (11982)	5/21/1998 11:44:00 AM
From: Stitch	Read Replies (1) of 12298

Jon, I noted that Todd's info via CC is at odds with the information that I am getting. I understand that APM is trying to qual a 2.1 GB per platter program with TFI (not MR) heads. So far they have been unsuccessful. With regard to Samsung not being interested due to short product life I would guess that the qual is for a product intended for the very low end part of the market everyone is shooting at which could fit the dates quoted. WDC's two supplier policy is part and parcel of their "virtual integration" policy. The idea was to cut the number of suppliers and elevate the relationships to a higher plane of cooperation and commitment. I personally do not think APM has a chance. I think they will be down for the long count before year end. Best, Stitch

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