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

To: Don Earl who wrote (11122)	12/26/1997 12:13:00 PM
From: Stitch	Read Replies (1) \| Respond to of 12298

Don, I wouldnt count on a sweeping upgrade of tech stocks after the New Year for all the reasons recited in these threads. There is more then the forex at work here. It includes a change in business models, extreme competitiveness, excess inventoryies, and possible excess capacities. In the case of APM it includes concerns over their ability to switch to MR in a timely process. Finally, there is the backdrop of uneasiness from the Asian Flu. Your prediction is very bold and I hope it is true. I will be long on selected stocks by the end of February. Still plenty of time to await the magic words from analysts et al. Best, Stitch