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To: Donald Isenhower who wrote (11240)	1/16/1998 5:08:00 AM
From: Stitch	Respond to of 12298

Donald, You said: <<So that's my thinking, and any experienced trader reading this line of thought is probably irritated, but relieved....... i.e., irritated in that it shows my ignorance, but relieved in that they can sleep better knowing that there will continue to be a source of money for those who understand buying AND selling of stocks!>> If, then, you have shown your ignorance, you have shown mine. I too have about decided that a plunge into all three is the best answer. I tend to favor Seagate and Quantum, believing that ultimately the fulcrum in this market resides in the heads and media. While W-D has media I don't believe it is performing all that well. But W-D has done some remarkable things in its history and is an extremely well managed company with a top knotch marketing department. So, I will likely take a position with W-D as well, though I have not bought any of these yet, having been out of the DD sector since last May. Best, Stitch

To: Donald Isenhower who wrote (11240)	1/16/1998 8:00:00 AM
From: Alan Siegal	Read Replies (4) \| Respond to of 12298

Donald: <<P.S. to Alan S.: I concur with your opinions..>> Gee, I didn't realize I had expressed an opinion! Must be that ol' subconscious wishful thinking oozing out in my typing. I bought very small positions in APM and HTCH in early July, figuring I can always increase them if the bottom falls out. Well, guess what? Now my main question is the viability of the company altogether. If management is proven in combat, continued purchases may be in order soon. What I want to know is whether the current management is related to the people who ran the firm in 1994. -Alan ps For some reason, I don't doubt the HTCH management so much. Maybe I will soon.

To: Donald Isenhower who wrote (11240)	1/18/1998 12:29:00 PM
From: Steve Pick	Respond to of 12298

Donald, It seems we have had a similar interest in APM for the same length of time. I agree, that the mention of being spun off hasn.'t happened in the last ten years. Prior to Chrisman coming on board I believe I sensed a lack of focus on longer term strategy and their shor term moves were always too late. My concern with Crisman was his lack of experience in the business and although he seems to have good business sense I think it was his lack of experience in this field that led him to believe that the good experience of the last cycle could be applied to the current one. It would seem that he has paid for the lack of top experience by spending on the two top hires. He must have paid a bomb to lure these guys to APM and I suspect it is one reason the R&D shot up. I detect that Crisman is very concious of numbers and I found it encouraging that the numbers came out earlier than any previously released results. It looks like he has bitten the bullet. I am concerned that the customer base is more volatile than ever and any guess on the future must be pure speculation. I have halved my holdings to have a tax loss to offeset earlier gains. Will hold my breath for the next few months. Steve