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


To: Mark Adams who wrote (11197)1/9/1998 9:18:00 PM
From: AlienTech  Read Replies (1) | Respond to of 12298
 
>>who would have thought they would have suffered from a DD demand decline. <<

Amazing thing is, they say server demand is still strong, But theres channel stuffing in the retail market. Since the company itself dosent know the asnwer, might be a little difficult to find out WHY they missed. But I also heard that since they were going to miss they also threw in the kitchen sink to take all the bad news in one shot.



To: Mark Adams who wrote (11197)1/10/1998 2:17:00 PM
From: Greg Jung  Respond to of 12298
 
I suspect adaptec suffers more fgrom the tendency to have
generic SCSI embedded in the new motherboards. How the stock
lasted this far is a mystery to me. Greg