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

To: Jonathan Bird who wrote (11297)	1/21/1998 10:30:00 PM
From: Mark Adams	Read Replies (1) \| Respond to of 12298

Didn't APM state they had qual programs on MR in progress? I believe that RDRT has a better position- especially considering APM has allowed too much dependence on a single client IMO. This clearly is a high risk position for a long, even today. But RDRTs position is not all that great either. If the DD stocks continue looking strong tomorrow despite RDRT's announcement and KMAGs statement re next quarter, then I'd say shorts should cover. I've seen what looks like funds dipping their tows in the water with SEG/QNTM/WDC, and that I think is supporting the prices of their suppliers.