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

To: Tom Simpson who wrote (12014)	5/27/1998 11:00:00 AM
From: appro	Read Replies (1) \| Respond to of 12298

Hmmm! Still chewing. Still good meat on the ribs, but we need BBQ sauce to make it tastier. BTW, I like your layout. What was your source? : )

To: Tom Simpson who wrote (12014)	5/27/1998 2:20:00 PM
From: Allen Furlan	Respond to of 12298

Four or five months ago this thread had more serious dialog about the outlook for APM in context of the companies technology lag. I would appreciate input on the companies reputation for their technical staff and also some comments on whether the 50 million plus invested in R&D in the past 6 months is likely to be a recoverable asset in the long term scheme of things. Almost all of last quarters earnings loss could be attributed to the expensing of 28.4 million in R&D. If staff and intellectual property(intangibles) are added to your calculation of tangible assets($2.45) then the company has real value at the current price. In my mind the only question is whether the company remains viable and I conclude that is more likely than not. Comparing APM to ZE, a company with 6 years of losses and no tangible value, is ludicrous.