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To: Andrew Vance who wrote (10755)1/17/1998 10:58:00 AM
From: Patrick Slevin  Respond to of 17305
 
You are a very fickle person. It is no wonder to me that your wife tells me what an
insincere, unromantic creep you are.



To: Andrew Vance who wrote (10755)1/17/1998 12:37:00 PM
From: Trader X  Read Replies (2) | Respond to of 17305
 
re APM.

Andrew, you said that APM might have the greatest upside potential, and I assume you mean that because it's price is so depressed.

What of all the reports I read about APM not being well situated for the next rising tide in DD technology, MR ("magnetorestive") and GMR ("giant magnetorestive") heads for high-density hard drives?

From what I've read, Veeco seems better prepared for this next wave. This may account for why VECO wildly outperformed APM last summer.

kh