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

To: Jonathan Bird who wrote (10973)	12/10/1997 9:45:00 PM
From: Think4Yourself	Respond to of 12298

I was thinking the EXACT same thing when I read Ali's post. The new entrants need market share to survive. While I agree price stabilization would help immensely, I don't see it happening in the near future. They are going to keep dumping until they CAN'T or they achieve the result they desire. Ken

To: Jonathan Bird who wrote (10973)	12/10/1997 9:45:00 PM
From: Chih-Lun You	Read Replies (1) \| Respond to of 12298

Think about this scenario, Suddenly the Americans stop to buy any technology related products, and people decide to trash out the whole technology sector. NASDAQ might be a past tense, Hahahahahaha :0)))

To: Jonathan Bird who wrote (10973)	12/10/1997 9:48:00 PM
From: Brian Lempel	Read Replies (2) \| Respond to of 12298

Jon, DD players are not trying to knock out suppliers! APM has no chance of falling out, IMO. It is in the DD makers best interest to have many parts suppliers. If APM goes too low (way below book value), it will be a takeover target, whether you guys want to admit it or not. Brian

To: Jonathan Bird who wrote (10973)	12/11/1997 9:28:00 PM
From: Ali Khaman	Respond to of 12298

J. Bird - re>>Maybe its just me. But I just don't see the point of anyone dumping if they are just gonna let up so fast. If your gonna dump, your trying to shake out some players. And you won't stop till you do. Lots of these DD companies have plenty of cash so I don't see this as a 4 month cycle.<< I was not referring to a fast time before they stop dumping...I am saying that once the dump does start, let in be 2 months, 20 months, or 20 years, whatever, once the dumping DOES stop, then the price stabilization will occur and profit margins go back up. This is the part of the process that can and will move fast. Understand?