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: Glenn D. Rudolph who wrote (10720)	12/6/1997 11:00:00 PM
From: Rational	Read Replies (3) \| Respond to of 12298

Glenn: Thanks a lot. Your response removes the last bit of worry about APM. APM simply compared its yield on their TFI heads with that of MR heads. APM has already said that their MR technology is as good as RDRT's and so I do not expect them to report a lower yield than RDRT on MR heads. I would thus feel safe to say that APM did not mass produce MR heads because of the demand for their more profitable TFI heads. Now, the increase in the demand for MR heads from WDC will raise the yield of MR heads; this shows that APM's production switch to mass produce MR by April 1998 was a brilliant business strategy: From WDC's announcement (12/02/97): Based on the Company's revised build plans, its production of hard drives with MR heads will exceed 75% of total drives shipped as the Company exits the June, 1998* quarter.* Crisman's timing with WDC's announcement cannot be coincidental, IMO. Am I missing anything? Sankar