Hi Rick.
Yep, I still have my some of my stake in AXC. In case you
folks don't know, Rick Kunz is the last man to trade AMPX on
the pink sheets on the day that AXC moved over to the ASE.
Rick, it's interesting that you are arguing about IOMEGA and
AXC, because if keepered media does live up to its billing, it
definitely has a place in the product evolution of not only
IOMEGA but also SYQUEST as well.
The ZIP disk is basically a super floppy (flexible media that becomes
rigid at a certain spin rate accounting for the 100mb capacity). The
JAZ disk and the media used by all of Syquest's drives, on the other
hand, are essentially rigid media that functions in much the same
way as the media in the traditional Winchester drives. It would
seem to be a fair assumption to make that the perfected keeper
layer could also be applied to the rigid media to increase the
capacity of the disks.
AXC can sure use an annuity like those removable disks.
Regards,
Gus
P.S. The typical inductive film head production line operates
with an average yield of between 80-90%. IBM, which has been
producing MR heads since 1993, operates with a yield of around
65%. Quantum, which recently announced a new line of MR
disk drives, is only getting between 15-45% yields. Source:
Techweb .
The gap in manufacturing yields between the mature inductive
film head production line and the MR head production line is
a clear window of opportunity for AXC if keepered media is to
become part of the evolution of the disk drive. How do you
see AXC's chances of exploiting this opportunity?
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