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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: Zakrosian who wrote (13155)	7/29/1999 9:13:00 PM
From: kormac	Read Replies (1) \| Respond to of 13456

Zakrosian, We are all geniuses with hindsight.<VBG> I sold at approx $20 about 2 years ago this coming fall at the earnings season and remember those analyzes well. I sat that week also in a seminar in which a fellow from IBM talked about GMR heads. The following week IBM announced them. This was also the time when WDC reported their poor earnings. In reflecting on this disaster, I became convinced that technology changes so fast that one cannot in general milk old technology for too long (unless you have a monopoly like MS) but you must stay ahead and be the first out with new stuff. Only then can you keep your margins up long enough to make money. That was a lesson APM taught me. With my best, Seppo