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Technology Stocks : Applied Magnetics Corp
APM 1.2600.0%Dec 16 3:58 PM EST

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To: Gus who wrote (12082)7/1/1998 11:33:00 AM
From: Stitch  Read Replies (2) of 12298
 
Gus,

Pat Tenney at Robertson Stevens, B of A made a comment to me about Headway a few weeks ago that basically what RDRT was losing Headway was gaining and it wasn't all owing to IBM. I was very surprised but have not been able to confirm that anywhere. Having long ago decided the indy component makers were anathema I sort of put it out of my mind. Course, little did I know about Russell 2000 shoe in deals. :)

By the way, having spent quite a lot of time in Amsterdam and basically being a disenfranchised American I am now a certified dutch boy fan! (Now we owe Iran two times).

Best,
Stitch

P.S. Next time you spot a sure fire winner try to remember your more disadvantaged friends out here in SE Asia. :)
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