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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: jgideon who wrote (1380)	10/30/1997 1:56:00 PM
From: Sawtooth	Respond to of 9256

jg: <<Let me also state that I choose not to have the luxury of being a long term holder. My positions are based on fundamental analysis with long term ideas, but are re-evaluated against other opportunities on about a 3 month horizon.>> I like this approach, perhaps because it's similar to what I do. ; ) Hard to beat keeping your options open.

To: jgideon who wrote (1380)	10/31/1997 2:28:00 AM
From: XoFruitCake	Read Replies (1) \| Respond to of 9256

I am not bullish on APM also. I made some money this summer when the stock moved from 25 to about 35. APM now is enjoying the tax loss carry forward and pay very little tax. When APM uses up the credit, the reported earning will go down. The competition for MR head is rough. SEG, IBM, RDRT, etc. I believed in the last SEG conference call, they mentioned that there are plenty supply for MR head. IBM announced a 3GB/platter disk drive. That means that the APM MR heads used in WDC mobile drive is not the technology leader. Given the higher tax rate in the near future, the competition on MR head is much stronger than TFI head, and the MR head that they are producing is not the technology leader, imho it make predicting the eps very difficult. It is very hard to make a bullish case for APM. manwah