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

To: AlienTech who wrote (11253)	1/16/1998 11:36:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 12298

Alien, the very negative feelings on this thread are telling me to start and look for a bottom somewhere here. If I were not so negative on the whole high tech sector till about the Ides of March, I would be buying, but I'll be patient. I think that sub 10 stock will be available, but I also think that this company has enough cash on hand to get back into the game, eventually. Zeev

To: AlienTech who wrote (11253)	1/17/1998 11:59:00 AM
From: Brian Lempel	Respond to of 12298

Exactly! Now here is something that I haven't seen mentioned, but is IMO, the key issue with regards to APM's future. Obviously there is plenty of capacity out there for HSA's and even more so for HGA's. The companies currently providing them, such as IBM, RDR, and internal manufacturers such as SEG and QNTM, will almost certainly continue to increase capacity as needed. So when APM finally gets their MR capacity to a point that they could attract customers, what would be the incentive for the customer to switch?!?! At best, in order to gain customers, APM would have to start a price war in the insutry, and I really doubt they would be in a very good position to do that! Brian