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Technology Stocks : Applied Magnetics Corp -- Ignore unavailable to you. Want to Upgrade?

To: Gary Ku who wrote (10122)	11/3/1997 12:03:00 AM
From: Epics	Read Replies (1) \| Respond to of 12298

Not to sound like anti-apm but think, one of the most important indicators to a stock price dropping is major brokers decreasing estimates. WDC said themselves that they are going to be 50% MR this quarter. Is APM ready to ramp out the MR that WDC is asking for? That is the question i would be asking. And Crisman said that margins suck for MR heads because of yields. If MR heads are ramping up, and they can only get .60 for TFI, how are they going to do .90 with margin pressures and crap yields? Please let me know. And 2.15 X 8 PE = 17 dollar stock. That is probaly where it is headed. Epics.