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: T Bowl who wrote (10570)12/3/1997 11:18:00 PM
From: Peter Yang  Read Replies (1) | Respond to of 12298
 
APM will be around 8 in 5 months or less.



To: T Bowl who wrote (10570)12/4/1997 4:01:00 AM
From: Don Earl  Read Replies (2) | Respond to of 12298
 
Hi Todd,

I did as you suggested and checked out the H&Q update. I also took some time to look at some WDC and APM 10Q info. What I was looking for is either not immediately obvious or is not there.

What revenue produces a flat quarter for WDC? and, What % of APM income comes from WDC?

For example: If WDC sales drop by 20% from last quarter, and 40% of APM income comes from WDC. That would be an 8% decrease in APM revenue from last quarter.

Do you have the numbers? I don't.

WDC is taking an .85-.95 per share one time charge against earnings this quarter. I don't have any problem accepting the fact that that will affect WDC EPS estimates for FY 98. I don't own any WDC. I own APM.

Being called strange isn't that big a deal. I've probably been called worse by people I respect more. On the other hand, I can see where at a certain point it would probably become offensive.

As I've mentioned before I place a great deal of value on the input of opposing view points. The information and opinions have already paid off in additional avenues of research that had not occured to me. I still can't find anything that suggests this is a terrible investment at current levels. I will continue to do my homework, but unless I can find some kind of overwhelming evidence that APM can't make .40 EPS this quarter, I'll play it long and avoid investment advice from those with a vested interest in my selling.

Regards,

Don



To: T Bowl who wrote (10570)12/4/1997 8:38:00 AM
From: Jonathan Bird  Respond to of 12298
 
Meanwhile, APM expectations have gone from $2.58 to $2.36 primarily because nobody covers that stock because Crisman won't talk to them.

Crimsans own guidence for the next year was 2.15. This was at the end of last Qtr, prior to the drop of 1.7 TFI and Portfolio drive by WDC. The only reason the numbers haven't come down since is because the analysts are too lazy or too cluless to update the figures. Oh yeah, and because Crimsan won't talk to them.

Jon Bird


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News