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Technology Stocks
Applied Magnetics Corp
An SI Board Since September 1995
Posts SubjectMarks Bans Symbol
12298 24 0 APM
Emcee:  Raymond Thomas Type:  Unmoderated
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8973 <i>They will sell more drives next quarter than the rest of the year! IncRichard Haugland-10/9/1997
8972 Richard, thanks for the CC synopsis. Very informative. SAles estimates are thBrian Lempel-10/9/1997
8971 What's the conference call number? I also don't understand the 1.3G drWayners-10/9/1997
8970 The WDC conference call gives ample indication that APM has probably done very Zephyr-10/9/1997
8969 My interpretation of the conference call was that WDC said that the main reasoRichard Haugland-10/9/1997
8968 In the conference (see my link above) call WDC clearly said that the 1.3 is theRichard Haugland-10/9/1997
8967 Richard, <i>The value of WDC's inventories per the books increased fEric Prigge-10/9/1997
8966 I have posted a complete summary of the WDC conference call here: techstocks.cRichard Haugland-10/9/1997
8965 T.R., no. But then Crisman left on his trip the day after I mailed printouts fKellyW-10/9/1997
8964 The Caviar drive line is by no means all-MR. The top-of-the-line drives are, buZephyr-10/9/1997
8963 On the subject of inventories to get a feel for whether the WDC inventory increWayners-10/9/1997
8962 On the subject of what heads for what programs see post 8881, not my posts. MrWayners-10/9/1997
8961 Hi Richard: Two items: a) The wording of the original WDC announcement regardBernard Levy-10/9/1997
8960 Wayne, Good point-the chicken little syndrome- waiting for the sky to fall in-Douglas V. Fant-10/9/1997
8959 It was the MR yields that were of concern rather than margins; however, if yielBarry T.-10/9/1997
8958 Some APM heads for WDC info: techstocks.com techstocks.com also post 8619 byRichard Haugland-10/9/1997
8957 If in fact APM is supplying WDC with MR heads, didn't I read somewhere downNutty Buddy-10/9/1997
8956 Stefan, that is what I am trying to verify, seems like they do, but I am not ceG. H.-10/9/1997
8955 The value of WDC's inventories per the books increased from 224 million in Richard Haugland-10/9/1997
8954 WDC earnings:67c, the expected and downwardly revised number was 63-64c, rev 1.shasta23-10/9/1997
8953 Wrong Doctor...sure hope you didn't call....it's suppose to be Doctor T.R.-10/9/1997
8952 RE: garzarelli from your link: "Garzarelli: No big drop Analyst expectJ. P.-10/9/1997
8951 <Please advise me the name and phone number of your doctor> Glad to...goT.R.-10/9/1997
8950 OFF TOPIC Buddy you know I can't talk about that stuff. Best of luck therLiz Rivlin-10/9/1997
8949 OFF TOPIC Hmmm, GT Interactive...you've got to come over to the GTIS threaNutty Buddy-10/9/1997
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