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To: Stitch who wrote (3646)	7/10/1998 8:44:00 PM
From: Tom Simpson	Respond to of 5058

>The notion of APM becoming an assembly house only makes sense if >demand returns (and pretty soon) Hi there Stitch, Yes but.....we have two worlds here, the haves and the have nots....and there is a difference in demand for units and the revenue measure of it which is price sensitive. In other words, in a world swamped with excess capacity in general, some players may actually need more. Maxtor, TDK, Fujitsu, IBM are some of the players whose unit growth has chugged on with plans for more. This is what a vulture thinks about while licking his chops looking at APM's balance sheet to see if there is any meat on dem bones. :o) Best......Tom