Ampex Corp: Digital Storage Message Board

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Technology Stocks : Ampex Corp: Digital Storage

AMPX 11.17

-6.5%

Jan 23 9:30 AM EST

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To: jonggua who wrote (857)	12/9/1996 2:21:00 PM
From: Gus	of 3256

"....Mitsubishi officials on their knees begging AXC's forgiveness and asking if $100M would be too little? ....." James, This is not as far-fetched as it sounds. Below is an excerpt from the HMTT prospectus that contains a reference to MITSUBISHI-KASEI, a disk platter operation. HMTT, as you know, is a leading non- captive supplier of disk platters. If KM takes off...... Gus COMPETITION "...Competitors in the thin film disk industry fall into three groups: U.S. non-captive manufacturers, Japan-based manufacturers and U.S. captive manufacturers. Historically each of these groups has supplied approximately one-third of the worldwide thin film disk unit output. The Company's primary U.S. non-captive competitors are Akashic, Komag and StorMedia. Japan-based competitors include Fuji, MITSUBISHI, Showa Denko and Hoya. ...." Note: The HMTT 5/96 prospectus also contains a description of the disk manufacturing process as well as several other facts that give good insight into the market that AXC is poised to enter.

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