Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Think4Yourself who wrote (10675)	12/6/1997 1:15:00 AM
From: Jonathan Bird	Read Replies (3) \| Respond to of 12298

Don, I have evidence suggesting a "leapfrog" by APM to GMR... WDC recently announced they were going to "change the game" to handle competition. This strikes me as an unusual statement from the management. Ken, Lets pretend I don't know enough to realize this theory is absurd. In fact lets pretend its true, even though it contradicts statements by WDC's management. What is it that makes you believe that it would be APM that is going to give them the GMR heads to perform this leapfrog? WDC clearly expressed in a recent conference call about how they were going to be working closely with RDRT and how valuable RDRT's support was going to be during their transition. If you are going to believe this rumor, and if you think it would actually be profitable, than why not at least recognize that RDRT would fit the scenario much better? Jon Bird