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

To: Badger who wrote (9111)	12/3/1997 8:13:00 PM
From: Zakrosian	Respond to of 13456

Badger - I'm glad you're making contact with CC. It's especially useful with some posters suggesting the possibility that APM's share price could go to zero. However, I would suggest that you not focus on the short term price of the stock; I have never been of the impression that he cares much about that. My recommendation is to address specific questions that relate to the longer term. For example: -Will there be any market for the 1.7 TFI head? It's been reported that WDC indicated they were abandoning it with all possible haste. -Is the 1.3 head still in production? If so, how much longer will it provide sales? -I think he said last quarter that they were producing 300 TFI wafers and 100 MR wafers a week (month?). What is the current ratio? -How is the business relationship with WDC (might be a little too sensitive, though, given the nature of the reported comments)? -Are they going to reconsider the strategy of milking existing technology before advancing to the next level?

To: Badger who wrote (9111)	12/3/1997 10:05:00 PM
From: Brian Lempel	Respond to of 13456

Badger, I too, would greatly appreciate a call to CC. Here's what I would add: Have they been qualified for any new MR programs? What portion of their revenue came from WDC's 3 inch portable program? Does WDC's faster transition to MR mean APM will attempt to decrease its transition time as well? All of Zakrosian's questions as well... Thanks again, Brian