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

To: Brad Rogers who wrote (11617)	3/25/1998 8:46:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 12298

>>Komag is a direct competitor of APM. << Komag makes TFI platters, APM makes TFI heads.. RDRT is a direct competitor.

To: Brad Rogers who wrote (11617)	3/25/1998 10:15:00 PM
From: James F. Hopkins	Read Replies (1) \| Respond to of 12298

Brad; I'm sure as a group they will come back, thing is I cant buy the whole group..who can I scratch, who will stay in the doldrums. I think I'm going to have to look at this from another angle.. Who owns who..who is in bed with who..like they say it's not always what you know but who you know. The best products do not always win in this system.. I don't have synopsis of the sector yet as to what I'm trying to say..but that they will come back is for sure, as a sector it's been hit worse tha Asia, still srveral of them might get sent to the holding pen..or the dumpster. -------------------- Breifly I remember the pilgram fund..almost every thing that fund owned got took down systematicaly..others saw the weakness and could force the fund to sell..find the worse preforming mutual fund..that is in tech..avoid any of his holdings unless some other fund that is strong holds them also. They feed on the weak..the company don't mean a thing..stocks are looked at as commodities some funds are not looking so much at P/Es and stuff as they are for weakness in their competitors, they compete..and some of them are ruthless, while others have young managers that have no idea of what kind of snake pit or Lions den they have walked into. If you could just buy into the whole sector of DD it's got the most upside..and most of them will make it, but if you pick just one or two and they happen to be or become a target.. look out. --------------------- There is a lot of paper out in this sector, they are not going to let all that paper stay worth less..I tend to think it's going to be who owns what, over management..P/E , or most of the traditioal ways people look at these things. Management can be replaced..the IOM CEO just got canned. I don't see any bright future for IOM..but who knows if that will be tied to the stock price for say the next six months.. I remember this sector got really trashed onec before, really really trashed..so I'm not sure it won't go down more..but even if it does it will come back , it could mean a long hold, I can't tell for sure..but I don't belive I'd short it. Jim