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Technology Stocks : Applied Magnetics Corp -- Ignore unavailable to you. Want to Upgrade?

To: Zakrosian who wrote (10618)12/5/1997 12:57:00 PM
From: EyeDrMike  Respond to of 12298
 
<<The transition to MR is taking place more quickly than anticipated and the TFI heads are not going to be the cash cow they had planned on while they lined up their MR contracts.>>

not only aren't they going to be the cash cow they had planned on, they weren't all that profitable in the past Q; thus resulting in decreased margins.

Mike



To: Zakrosian who wrote (10618)12/5/1997 1:00:00 PM
From: Rational  Read Replies (1) | Respond to of 12298
 
... but I think things have changed far more than they
would have expected

If Western Digital is really displeased with APM, then that could be a further obstacle in the near term.

I have no problem with your suspicions. The CEO seems to be a man who knows how to execute business operations smartly; he does not appear to be interested in talking. I am making inferences based on his past actions and APM's 10Q.

Sankar


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