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

To: T Bowl who wrote (11304)	1/22/1998 1:38:00 PM
From: Mark Adams	Respond to of 12298

I'll do that. I understand the SEG call would only be available 48 hours, the INVX 24 hours. I'm thinking we need to start recording these calls so we can go back and clarify points later. I expect the next quarter to be just as grim, but it looks like the big guys are saying this is priced in. If during the next quarter, the mfgs still say no visibility, too much inventory (10 weeks for SEG- thats a whole quarter if you ask me, this being a short quarter) then things will head down again.

To: T Bowl who wrote (11304)	1/23/1998 1:26:00 AM
From: Jonathan Bird	Read Replies (3) \| Respond to of 12298

Todd and everyone, FYI, as of Jan 15(2 days after earnings) the short intrest on APM was 46.89%, and was longer the most shorted NYSE stock. www1.bigcharts.com The trend in the short intrest is increasing(since October) and the only month it has been higher is August '97. bigcharts.com Jon Bird

To: T Bowl who wrote (11304)	1/24/1998 4:04:00 AM
From: Jonathan Bird	Read Replies (2) \| Respond to of 12298

Do yourself a favor and listen to the RDRT CC. It'll be a nice way to cushion the blow when APM announces the same. Todd, Been thinking about what you said regarding RDRTs sooner then expected end of life charges. It ammounted to 1.90 this Qtr. I think you are right that we can expect the same for APM as their transition to MR starts to atually take place. Would it suprise you if APM had quarterly losses of 2 - 3 dollars in either FQ2 or FQ3? Not me. Jon Bird