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Technology Stocks : Ampex Corp: Digital Storage
AMPX 12.44-8.4%Jan 30 9:30 AM EST
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To: jonggua who wrote (1666)2/5/1997 2:37:00 PM
From: Albert Youssef   of 3256
 
Quick question about KM pricing. You've posted several times that Redchip price estimates are about .50 / media, 2 per platter, for $1.00 Ampex revenue per keepered platter (or .80 - 1.20 range).

Do you, Gus, or anyone else know why this would be a reasonable price for keepering? Seems cheap to me, since the benefit is a 30% or so capacity increase for that disk. Why do the drive manufacturers get to pocket all the cost reductions?

Thanks,
Albert
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