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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 168.90+4.9%Dec 5 9:30 AM EST
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To: Astarte who wrote (5431)2/5/1999 6:42:00 PM
From: Stitch  Read Replies (1) of 9256
 
Astarte,

<<Shouldn't this be a big positive for APM?>>

You are right in the sense that in several months APM has had no announcement of a new qualification. Against that recent history the announcement of a qual with Samsung should seem like very good news. The problem is that the program is at old levels of technology. Such a deal can have little longevity and littler margin. It does mark the fact that a DAS design is being produced by APM production lines.
Best,
Stitch
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