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

To: JDN who wrote (10632)	12/5/1997 6:12:00 PM
From: Don Earl	Read Replies (1) \| Respond to of 12298

Hi JDN, Well, the more little pieces of the puzzle I find and put together. The more it looks to me like APM manuvered their way into taking maximum advantage of this exact situation. I could be dead wrong and it wouldn't be the first time. One of the things I was looking at in the 10Q in the risks section was something about having a fab set up and not enough orders to run it at full speed. That sounds exactly like what they said happened last quarter in the MR dept. I may be singing the blues when next earnings are released but for now I have a real good feeling about this one. Regards, Don