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

To: Mark Oliver who wrote (5488)	2/8/1999 9:28:00 PM
From: Frodo Baxter	Respond to of 9256

>You continue to say the company must close, but the market continues to have hope. Check your bond quotes. >Have you set a schedule for when APM must put up the goods, or shut their doors? Far as I'm concerned, they're already dead. We're in a market where malinvestment flows pretty readily. When the music stops, the music stops dead. 3 months? 6? 9? Who cares. I'm patient. And I'm right. >Are you totally sure that a buyer won't come to the rescue? Absolutely.

To: Mark Oliver who wrote (5488)	2/8/1999 10:38:00 PM
From: La Traguhs	Respond to of 9256

Mark, APM continues to amaze me too. IMO, the active substrate technology promoted by DAS is not viewed by the big boys as much of a threat. APM is a day late and many dollars short. If they would have worked with DAS a year and a half ago when DAS needed to remained focused on AMR/GMR, instead of being sidetracked to do inductive heads to bring in some money, the story could have been different. APM still is reported by some to have a cost effective HSA/HGA assembly capability and that's about all. Perhaps if APM chucked the heads and keep the HSA/HGA capability, like I keep saying Quantum should get out of the HDD business and become a dynamite tape company, then maybe - just maybe - there could be hope for APM. Regards, LT

To: Mark Oliver who wrote (5488)	2/8/1999 10:48:00 PM
From: La Traguhs	Read Replies (2) \| Respond to of 9256

Mark (et al), Hey RDRT/WD/IBM fans, check out this statement in the WDC S-3A filing this PM: "IBM will be our sole supplier of the head components for desktop hard drives manufactured under this agreement". No sweat yet, but if the IBM drives continue (as WD forecasts they will) to be the majority of WD's product stable, it could spell "ouch" about the end of this year for RDRT. Any thoughts?? Regards, LT