AXC's keepered media is an incremental advance in media technology.
1/3 of the global magnetic media or platter market is produced by
the disk drive makers, 1/3 is produced by the Japanese, and 1/3
is produced by the so-called non-captive manufacturers. The 4
biggest non-captive manufacturers are Komag, HMT Technology,
Stormedia, and Akashic Memories.
I posted the description from the HMTT prospectus so the engineers
on this board can put James' conversation with AXC in the
proper context.
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"...How could AXC really coat every media in teh world, if volumes are approaching 150M in a year or so? Do you intend to license it, or manufacture it yourself? Obviously those negotiations are ongoing. We'd prefer to not license it, but to buy media from Stormedia, IBM and others, coat it in our own factories, and then sell it to
the disk drive companies as a value added product. But all those issues are being negotiated over now.
So the process is buying from the media companies, coating it AXC's way, then selling to drive companies? That's correct....."
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Also, AXC has plans to eventually manufacture the platters themselves. |
