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

To: Richard Haugland who wrote (11000)	5/3/1998 9:58:00 AM
From: Richard Haugland	Read Replies (1) \| Respond to of 13456

*1 stock 1 week* CREAF long open Monday. I expect that, like me, Brian Lempel is tired of watching this stock fall 15% to a P/E of ~9 after meeting earnings estimates. I think I will take it off his hands this week. Looking for some kind of dead cat bounce but it reminds me of APM (except APM eventually did not meet earnings and did not announce the expectation of 20-25% growth later in the year). Still maybe CREAF is going to be decimated by incoming technology in computer sound. We will see. Maybe wishful thinking.

To: Richard Haugland who wrote (11000)	8/1/1998 12:11:00 PM
From: AlienTech	Respond to of 13456

techitout, driveguy and WDC divBis0 (39/Santa Barbara, Ca.) Jul 30 1998 7:02PM EDT I share techitouts views on WDC. your comments on apm appear to be accurate (although, i agree with tech that they are curiously one sidedly negative). WD's naivete and mr backwardness is best shown by example. without warning they decided to shift a drive program, in the middle of qual cycle, from inductive to MR, without changing ANY specs, and with only 1 month schedule push back. This is so that they, in a decision that took 1 hour to make, could catch up with qntm who had committed to MR over 1.5 yrs ago. BTW, they decided not to change the typically unbalanced OD/id skew angles for inductive to the balanced that is used for MR...hurting the od hf amplitude and yield loss for the headmakers. Reason: it would involve a tooling change for them. Guess they thought that the head/hsa suppliers would have a minor change going from inductive to mr... IBM the savior? WD cannot get ibm heads to work and are combing for alt suppliers right now. Maxtor has dropped them completely and qntm doesnt care. Tech reason appears to be their design philosophy is different. IBM likes to glide hi but with hi bias whereas Most DD industry burnishes the disk ESPECIALLY WD. Besides the fact that ibm is weak at post-wafer processing (mech grind abs!), there is a technical reason and if you are an ibmmer you know it and prove it with a 3-5 word post, with a pseudonym if desired. Techitout raises a more important point. is WD either so desperate or biz stupid to rely on any one supplier, especially one that they compete with head to head? The answer appears to be yes or have no choice. In spite of all the DD PR bullshit, there is an UNDERsupply of MR heads, and Qntm and mxtr are gobbling up the japanese supply. Add to that seagate is now de-vertical integration (disintegrating?) and may even be further behind mr than apm, and at the moment the #1 drivemaker (another fav short) is looking at almost 100% external MR head sourcing, and are BEGGING rdrt to be a supplier. And, tdk is shying away from wd, due to wd naivete, lots of other mr experienced demand (qntm, mxtr) and the fact that they would have to step onto a loose carpet with both ends being held by ibm? Driveguy I welcome any reasons why WDC is not a good co to short now. And you can get as technical as you want i assure you.