Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jonathan Bird who wrote (11445)	3/12/1998 2:35:00 PM
From: Stitch	Read Replies (1) \| Respond to of 12298

Jon, Are you long WDC on those rumors as well? best, Stitch

To: Jonathan Bird who wrote (11445)	3/12/1998 5:23:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 12298

Jonathan, I am not sure I understand your rationale, namely that an acquisition of WDC by IBM would be the death blow to APM. If I was a Compaq, or a Dell, or any one of IBM's competitors, I would make damn sure that I have other sources for my heads and DD than my arch competitors. I would even go to other DD assemblers and insists that they qualify APM AND RDRT heads to make sure that I am not squeezed by IBM. Whatever DD I am getting from WDC, I would try and reduce. The question is if APM has any other customers for their heads, but WDC, in recent quarters they depended to heavily just on WDC, but I would, timidly, presume that APM's management has and is taking the necessary steps to qualify its "wares" with few other DD. If they do not, then whether IBM acquires WDC or not, they are cooked geese. Zeev