Applied Magnetics Corp Message Board

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Technology Stocks : Applied Magnetics Corp

APM 1.100

-12.7%

Dec 17 3:59 PM EST

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To: Tom Simpson who wrote (12014)	5/27/1998 2:20:00 PM
From: Allen Furlan	of 12298

Four or five months ago this thread had more serious dialog about the outlook for APM in context of the companies technology lag. I would appreciate input on the companies reputation for their technical staff and also some comments on whether the 50 million plus invested in R&D in the past 6 months is likely to be a recoverable asset in the long term scheme of things. Almost all of last quarters earnings loss could be attributed to the expensing of 28.4 million in R&D. If staff and intellectual property(intangibles) are added to your calculation of tangible assets($2.45) then the company has real value at the current price. In my mind the only question is whether the company remains viable and I conclude that is more likely than not. Comparing APM to ZE, a company with 6 years of losses and no tangible value, is ludicrous.

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