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


To: Spots who wrote (11387)2/6/1998 8:09:00 PM
From: Jens Riege  Read Replies (1) | Respond to of 12298
 
Just a short reply...

I agree...

No drive manufacturer buys unproven heads. All drive programs require
head suppliers to submit samples multiple times, with each subsequent
subsmission more and more critical of the head performance. By far
the heads are well proven before the head manufacturer selects the
head supplier(s).

On another note.. in the shareholders meeting a short while ago
it was voted to approve the issuance of more shares should a reason
to do so arise. Crisman said that he did not need to do so immediately, but that it gave the company the OK to do so when needed.



To: Spots who wrote (11387)2/6/1998 8:32:00 PM
From: Brian Lempel  Read Replies (1) | Respond to of 12298
 
If you want to argue that APM will turn up when supply demand for HDD turns in general, then still, my question is why choose APM? RDRT is dirt cheap also, and doesn't have to face a transition. Therefore, it should increase its cash, not face a cash crunch, like APM will.

Brian