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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: tom pope who wrote (10798)	4/21/1998 9:54:00 AM
From: Sam	Respond to of 13456

Tom, "here was one element in the disaster last fall that trapped many of us, and that was that Crisman either misled callers about the order book, the prospects for TFI and MR development, or he was misquoted." You're assuming that he "knew", I think (I'm assuming that he wasn't misquoted). It happened faster than he or his main customer (WDC) expected. No one expected Fujitsu or IBM to get more aggressive, or Maxtor to come back from the dead with at least good enough MR products. That is what killed the drive sector in general. But you may be able to fault him for not having the MR R&D ready more quickly. He may have been presuming that he could buy it, with the ill-fated attempt acquisition of RDRT. Obviously wrong on that count too. But this isn't just a difficult sector for investors--it is difficult for management too. One implies the other.