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


To: appro who wrote (8465)11/12/1997 2:48:00 PM
From: Rudy  Read Replies (3) | Respond to of 13456
 
I think excellent opportunities are in the making for those with cash. eom.



To: appro who wrote (8465)11/15/1997 1:06:00 AM
From: AlienTech  Read Replies (1) | Respond to of 13456
 
So you think APM is a good buy at these levels? Well...

Not only did CC screw us, But he Screwed UP!
But theres another few companies looking good...


ú RDRT MR heads looking very good [I assume she meant quality and yield]
ú APM fumbled badly, they are in transition to MR but she confirmed that their R&D spending is low
ú Confirmed that the yield problems on the 1.7m/p drives were APM products, and that they are moving away from it ASAP
ú WDC is in the process of qualifying head -stackers- since heads are not constrained but head stack assemblies (HSAs) are in short supply

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