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Technology Stocks : Ampex Corp: Digital Storage
AMPX 10.92-6.6%2:51 PM EST

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To: Paul Corbett who wrote (2804)5/12/1997 3:14:00 AM
From: jonggua   of 3256
 
KM + TFI is not dead in 97!

Some quick math

400M platters in 97

40% typically sold in 4Q

maybe 40% TFI

EQUALS

64M PLATTERS on which KM seems ready to go for most, if not all, manufacturers, since AXC is now holding out for as late as end of 3Q for agreements in time for 4Q sales.

64M platters X licensing fee of under $1, but more than dime, all possible 4Q 97 YET. Go figure the numbers...
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