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

To: Dave Chanoux who wrote (10781)	12/8/1997 4:26:00 PM
From: Don Earl	Read Replies (3) \| Respond to of 12298

Hi Dave, FWIW I'm long and see a strong potential for a double in the next 6 months. The FUD level on the thread is beyond what I consider reasonable and is part of my reason for going long at this time. The consensus seems to be that somehow the industry has made an instantanous switch to MR over night, when even WDC says it will take until June to reach a 75% MR product mix. APM has plans in place to make the transition so I really don't see it as anything more than a normal business cycle. Although I'll probably vote against authorizing more shares to be issued, the company wanting to be prepared for a stock split raises some interesting questions. Yes? Regards, Don

To: Dave Chanoux who wrote (10781)	12/8/1997 4:56:00 PM
From: JDN	Read Replies (3) \| Respond to of 12298

Dear Dave: Well, I am a CPA from background although I have had many clients in the Semiconductor field so know a little about yields. My gripe was that everyone seems to want to gripe about Crisman but noone except a 15 year old kid (who seems pretty bright by the way) seems to have the balls to call Crisman. Instead they call a friend or a competitor or anyone who will support their view. The bottom line is APM is a very strong company financially and the market, I believe eventually will be large enough to support them all. In the meantime APM will weather this through thanks to their strong financial position. And to me you can thank Crisman for the strong financial position as he milked the thin film technology for all it was worth. Now he will move on to the later technology. I am quite confident that he cleared his stratagy with his customers in advance. He is not an idiot as some on this board would have you think. JDN