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

To: maaad who wrote (11186)	1/5/1998 7:01:00 AM
From: T Bowl	Respond to of 12298

<<Check out the following ratios via Morningstar on 11/30 when the price was significantly higher>> Yes, but so were the estimates... as of 11/30: 98FY EPS Est = $2.36. 99FY EPS Est = $2.10 current: 98FY EPS Est = ($0.83) 99FY EPS Est = $0.40 todd

To: maaad who wrote (11186)	1/5/1998 9:50:00 AM
From: appro	Read Replies (2) \| Respond to of 12298

Those figures show a history. APM could have declared bankruptcy a month ago and the figures you quote would not change. The basic story on APM has changed from six months ago. Now, WDC is essentially APM's only customer at 89% vs one (44%) of four. WDC has cancelled the only product (Portfolio) using APM's MR heads. WDC abruptly accelerated their exit from TFI. There is bound to be an ocassional sigh of relief in stock price as it inexorably falls day after day. I just think it is way too early to celebrate the revival of APM's future. Right now, I would rather miss the boat than sink with the ship.

To: maaad who wrote (11186)	1/11/1998 2:52:00 AM
From: Don Earl	Read Replies (1) \| Respond to of 12298

New markets for DDs? mktnews.nasdaq.com\www\nasdaq\news\RN\1998\1\10\Re29275T0821.html&usymbol=9999 techweb.com techweb.com This gives some insight into the over supply situation: techweb.com My comment would be that you can't raise cash by producing more inventory than you can sell at a profit. I thought this was interesting: techweb.com It's also interesting to look at the computer ads in the Sunday paper. The prices make upgrading last years machine or buying a first entry level PC pretty affordable. I also think Y2K is going to kick computer sales into orbit over the next year as huge networks are forced to upgrade to make the dead line. There's a reason why DDs have been trying to build more capacity over the last year. Some opinions pro and con: techweb.com