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 : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: tom pope who wrote (1701)	12/6/1997 4:32:00 PM
From: Don Earl	Respond to of 9256

To All, I recently investmented in APM initially based on fundamentals, share price, and a belief that even under adverse conditions .40 EPS should be possible. I'm playing catch up trying to get a handle on technology, products, market conditions and demand. I understand that Q4 was the first full MR production quarter and that yields were low. Is this something that tends to correct fairly quickly with experience or is it a slow process? I also saw that there was a 2.1 TFI head planned for this quarter with full production to start next quarter. Is that something that would replace shortfalls in other areas or is it a non event in light of current market conditions? Would the high end MR product shore up earnings if production yields were better than last quarter? Do APMs sales tend to be front end loaded, back end loaded or generally steady through out the quarter? It would make a difference on earnings if revenue were steady through the first two months of the quarter, and inventory levels were low at the time of the WDC announcement. It would also make a huge difference if APM has been able to position themselves to step in with products to replace lines being dropped. Regards, Don