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Technology Stocks : Ampex Corp: Digital Storage
AMPX 11.92+2.9%10:42 AM EST
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To: Jay Sullivan who wrote (788)12/4/1996 2:34:00 PM
From: Gus   of 3256
 
"Vanderslice declared IBM is meeting that challenge, and is a year to 18 months ahead of its competitors in packing more data onto hard-disk platters...."

There's probably a little hype in Vanderslice's statement, but
it is widely acknowledged that IBM is the most expereienced
manufacturer of MR heads and disk drives. Together with new
PRML techniques, new generations of chipsets, and maybe KM,
that may account for why IBM thinks that it has the 12 to 18
month lead that it has. As far as MR is concerned, Seagate is
ramping up its production but I don't think it has anywhere near
the manufacturing yields that IBM has. As one analyst described
it, MR is no longer a design problem so much as it is a
manufacturing yield problem.

One thing for sure, the other disk drive makers are surely
fashioning out their own responses to IBM's moves. As Paul
Weinstein, SVP Paine Weber put it in a recent article on Techweb:

"The storage business is somewhat unusual in that there are
barriers to exit, not entry. Companies can't get out of the
investments they've made; THEY HAVE TO CHASE THE NEXT PRODUCT."

To the extent that KM is an incremental advance in inductive head
technology (and possibly in MR recording as well), I am assuming
that KM is going to be part of the 'next product' that the drive
makers are going to have to chase.
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