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Strategies & Market Trends : From the Trading Desk -- Ignore unavailable to you. Want to Upgrade?

To: DTselentis who wrote (1965)	12/10/1997 7:19:00 AM
From: steve goldman	Respond to of 4969

Who said they were a competitor? Youhad no right owning APM if you did not know that 60% of their sales are to WDC. Yet you should also know that APM is aggressively moving to MR heads and has great margins and great production. The idea is to buy them low and sell them higher. If you are expecting this group to come backin the next two weeks, you are mistaken. It will take some time to reinstill confidence in hard drive sector (IF EVER) but mostof these are good companies, big revenues and good balance sheets. My purpose in posting that message was not to suggest the stock, APM, but to present what a mindset might be in value hunting, bottom fishing. Regards, steve@yamner.com