Ampex Corp: Digital Storage Message Board

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Technology Stocks : Ampex Corp: Digital Storage

AMPX 12.22

+6.2%

3:59 PM EST

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To: Milt Best who wrote (2817)	5/15/1997 9:44:00 AM
From: Sean	of 3256

Milt, First, thanks for your correction, HSA = heads only. I was thinking about platters. I don't think that the RDRT announcement is necessasarily a negative for AXC. I do think that it would be premature to assume that this announcement has anything to do with a MR + KM combo at this time. This would be GREAT if it were the case. I do not want to get my hopes up though. As has been pointed out already, TFI drives are by no means dead yet. What concerns me is the speed of the shift to MR. The window of opportunity for AXC to realize KM + TFI revenues seems to be getting smaller all of the time. At this point, most new drive programs that are in the design phase right now are not TFI. So, is KM ready to be included in those plans? To what extent will the investments in TFI research be stranded? Or will there be years of TFI drive revenues to come? These are some of my concerns. I must state that I am working on a limited understanding of this industry. I would like to hear other peoples thoughts on these issues. Sean

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