SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Applied Magnetics Corp -- Ignore unavailable to you. Want to Upgrade?


To: LoLoLoLita who wrote (10342)11/14/1997 9:57:00 PM
From: Lou  Respond to of 12298
 
Was Chrisman the "guy" (respectively) everyone loved in August?. He
responded via phone, to all. Everyone went for the p.e. ratio,
and belief that there is nothing like a product with a
high margin that might last forever, the yo-ho, hoola-hoop,
etc.

I am down in more than one of the recent big falls of
recent downturns, but it seems that before the downturn, (by issue)
the CEO's were tops. Right now in Informax (INFMXE) the
cheers are way up for the CEO. On Tuesday, many are pre-
dicting the next coming (whatever that is supposed to mean),
but if it doesn't happen-----the CEO, I would bet will be
dirt. Sometimes it sort of like giving to many points because
that was where you went to school, then after, the coach, the
quarterback---and on and on.

I am long in APM because, what comes down can also come up.

I really enjoy the weekly contests. The final ranking seems to
show that this is a betting world.

Lou



To: LoLoLoLita who wrote (10342)11/15/1997 1:38:00 AM
From: AlienTech  Read Replies (3) | Respond to of 12298
 
>>WDC and APM are kind of joined at the hip right now. The major difference is that Larry Haggerty gives out information (both good and bad), while Craig Crisman keeps it all to himself.<<

WDC and APM joined at the hip for how much longer?

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

techstocks.com