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To: AlienTech who wrote (28088)	11/9/1997 11:13:00 PM
From: dougjn	Read Replies (1) \| Respond to of 58727

Barrons guys words were certainly broad brush on APM. His thinking may or may not be, it was a short discussion. I've been out for a few weeks, as I've said. I suspect that what's happened is that WDC is moving much faster out of it cause their sweet cost spot 1.3gig (or was that the 1.7gig) TFI drive has been undercut by Fujitsu dumping at higher capacities. TFI being phased out MUCH faster as a result. APM left high and dry, starving while it tries to ramp MR as fast as possible. Not what WDC planned, but has had it shoved down their throats. They aren't gonna bleed white for APM, just try to level with them, not blind side them, given relationship. If so, terrible for APM. Depending on open, I may short. Regards, Doug

To: AlienTech who wrote (28088)	11/9/1997 11:23:00 PM
From: Autumn Henry	Respond to of 58727

Now, AlienTech, let's pretend I could have almost 5,000 shares of APM......and it "only " went from it's 2l now to l8 in 2 days.....and I "only" got 3 points........It would be worth it to me....:).... That manager said APM would go down to a "hat size".....quite an interesting phrase...... From 2l to l4 at almost 5,000 shares (being daring and l/2 crazy) is only 5 x 7.......:) and if that happened and took even a "whole month" that might still be okay.... AlienTech maybe your winning budget is a bit bigger than mine.....:).... Autumn