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To: Brian Lempel who wrote (10231)	11/9/1997 1:59:00 PM
From: John E. Stanga	Read Replies (1) \| Respond to of 12298

For those taking a loss on apm, consider this strategy. Buy an equal number of shares Monday as those on you which have a loss. Wait 30 days and then sell the original shares for a loss good for filing 1997 taxes. This is not an ideal situation, but it may make the best of a bad situation, especially if one thinks than long term the stock will come back to higher levels it experienced not too long ago. jes

To: Brian Lempel who wrote (10231)	11/9/1997 8:33:00 PM
From: Paul Jansen	Read Replies (2) \| Respond to of 12298

Good point Brian ! I am in at 31 and are in considerable pain,and very tempted to sell on Monday but morning might not be the best time,we'll have big order imbalance and AMP shoul open below 20 but might recover slightly during the day ? I am truley disapointed but might need to cut my losses her,to painfull, Paul Jansen

To: Brian Lempel who wrote (10231)	11/10/1997 11:46:00 AM
From: Proton	Read Replies (3) \| Respond to of 12298

All the bad news is out. Can it get much worse? Not really. Oh, yes, it can get much worse: siliconinvestor.com The IBM GMR announcement is devastating to APM and RDRT. Getting up the MR curve just became equivalent to fighting the last war. Did you see the prices on the new-technology 14 and 16 Gb drives? The Barron's article was "unconfused" on one point: look for hat-size prices on APM. This is not a question of P/E, management, or emotion. This is the buzz-saw of technology. Bright spots? Well, if APM can license GMR now, and if they can find the capital to convert those nice new MR facilities to GMR (throwing away no small proportion of their current MR manufacturing equipment) and if they can get GMR yields up to snuff more quickly than their MR program developed, they might be able to get back in the ballgame in, say, three quarters... oh, never mind. I may be back to look at (or for) APM in mid-1999. Pý p.s. Disclosures: I am currently flat all DD and DD-equipment manufacturers, and I have no position in IBM. I liquidated a long position in WDC and a long position in APM during 1997. p.s. Reply away, but don't waste your time on flames: I shan't be back.