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Technology Stocks : Stock Swap -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Vance who wrote (13631)	5/5/1998 11:26:00 AM
From: Jeffrey S. Mitchell	Respond to of 17305

Nice to see Stock Swap still at #4 on the Hot List. When you think about it, there aren't too many threads on SI where one can discuss not just a stock, but a stock universe (darn, there's that word "universe" again (gg)). - Jeff

To: Andrew Vance who wrote (13631)	5/5/1998 12:03:00 PM
From: Andrew Vance	Read Replies (2) \| Respond to of 17305

AV--This just in also. Apparently the news of the IBM/WD letter of intent for GMR technology has gotten a few people into a tizzy over the viability of all the TFH/MR suppliers. With SEG having an internal function for drive heads and IBM being the lead sled dog for the GMR heads, there is serious concern that either APM or RDRT may fall by the wayside in some sort of industry consolidation. The consensus is that one of them folds up rather than a merger with another company. I do not think it is that bleak but if the #1, #2, and #3 disk drive manufacturers are using IBM or internal resources for their head assemblies, it wiull be tough times for RDRT and APM. Rumor has it that QNTM might be internalizing some of its head assemblies. I would appreciate any inputs anyone might have on this subject. Andrew

To: Andrew Vance who wrote (13631)	5/5/1998 1:39:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 17305

Andrew, You wouldn't happen to know the timeframe for his price targets, would you? Some of them(SFAM, NVLS) are already at or near his target. BTW, I find it pretty incredible that PRIA is not mentioned since it is far and away the leader in fab automation and near its lows. Any thoughts? BTW2, Congrats on your day yesterday. If that were me, I'd probably have taken the rest of the week off. :-)) Regards, Brian