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

To: Jonathan Bird who wrote (11250)	1/16/1998 11:02:00 PM
From: Stitch	Read Replies (1) \| Respond to of 12298

Jonathan, <<I don't expect anyone but IBM to actually ship GMR>> Nobody else really wants it yet, at least in volumes other then development samples. Best, Stitch

To: Jonathan Bird who wrote (11250)	1/18/1998 8:42:00 PM
From: Spots	Read Replies (1) \| Respond to of 12298

Thanks, folks, for the responses to my question. Sorry not to have got back sooner. The quarterly report left me feeling APM wasn't the company I bought into (not claiming my insight was so great, btw). So, what's the bigger picture in DD head supply? Who will be the majors in coming months and years and how much can they supply? How much will their customers buy to the exclusion of other suppliers (e.g., how much will, say, WDT depend on SEG or IBM, their competitors, as suppliers)? These are questions I'm asking myself as to longer-term viability of APM and other players. Regards Spots