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To: Patrick Slevin who wrote (10310)	1/17/1998 10:43:00 AM
From: Andrew Vance	Read Replies (2) \| Respond to of 17305

AV -- I know this is a very old message but it never got answered. I am catching up on posts so, I remember last January I was long and strong and had been for years. You preferred RDRT....I sold out of APM in February I think, and here you are a year later changing boats in mid-stream. Why? What made you swap out of Read Rite? Basically, both companies were a coin toss with the edge going to RDRT and their workon MR heads and GMT type technology. That was the reason for my preference. As far as I am concerned this sector is controlled by RDRT and APM externally and SEG internally. Now, all things being equal, I think both companies have issues down the road but APM might have the greatest upside potential. Andrew