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Technology Stocks : Ampex Corp: Digital Storage
AMPX 10.56-14.8%Feb 5 3:59 PM EST
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To: Stephen W. Leahy who wrote (507)11/6/1996 3:53:00 PM
From: Gus   of 3256
 
Stephen:

Thanks for going out of your way to post the 10Q excerpts.

"Accordingly, Ampex has now approached three manufacturers of hard disk drives that have significant shares of the desktop disk drive market to determine their interest in commencing a commercial product program incorporating keepered media. Ampex is currently holding discussions and negotiations with these and other disk drive manufacturers...."

Let's see.... Seagate, Quantum, Western Digital, and Maxtor are,
if I am not mistaken, the 4 largest disk drive makers outside of IBM.
IBM is producing exclusively MR head disk drives and Seagate
is optimistic that by the end of 1997 it will be producing MR head
disk drives only. That leaves us with Quantum (which contracts
out its actual manufacturing to Matsushista/Kobuki Electronics ),
Western Digital, and Maxtor (owned by Hyundai).

Interesting .

Gus
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