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

To: Think4Yourself who wrote (10898)	12/9/1997 3:59:00 PM
From: Mark Adams	Read Replies (2) \| Respond to of 12298

I read that as "... what OUR customers are buying ...". Again, why did WDC go to RDRT for MR??????? Second source. Or in this case, primary source since RDRT derives more of their revenue (% basis) than APM from WDC. I concede that APM could perhaps make more MR heads but, again, why didn't WDC buy them??? (anyone sense a theme here?) WDC saw value in sticking with proven TFI technology. Again, RDRT provided 1.3 TFI heads to WDC, with APM second sourcing them. TFI heads have been cheaper than MR, but that may be turning now. Doubled my position today. I hoped to see a better climax sell off. I anticipate we will see drifting, until near Year end/January, when a new uptrend should begin. Mutual funds will need to place their bets, and APM has proven to be a vehicle for gains as well as losses for funds able to time their entries. With the short/short rules repealed, active managers are going to take an interest. (FYI- short short rule was that a MF could not derive more than 30% of their income from holdings held less than 90 days- now most of us "investors" have longer horizons than this, right?) 1

To: Think4Yourself who wrote (10898)	12/9/1997 4:00:00 PM
From: Brian Lempel	Respond to of 12298

Ken, I'm going to call Crisman tonight (as soon as I can get the cheaper rate at 5:00). I will ask similar questions (as well as others), and we can see if there are any discepancies. I can't really judge from posted comments. When the answers are neutral, it's all in how he says them. My main question is whethr or not they have been qualified as an MR provider (when they get their production levels higher) for any programs. And are they still planning to begin volume MR production in April. Also, I want to know how much current capacity is idle. And the really important thing is how much cash they plan to use during the MR transition. Brian