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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Astarte who wrote (5431)	2/5/1999 6:42:00 PM
From: Stitch	Read Replies (1) \| Respond to of 9256

Astarte, <<Shouldn't this be a big positive for APM?>> You are right in the sense that in several months APM has had no announcement of a new qualification. Against that recent history the announcement of a qual with Samsung should seem like very good news. The problem is that the program is at old levels of technology. Such a deal can have little longevity and littler margin. It does mark the fact that a DAS design is being produced by APM production lines. Best, Stitch