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Technology Stocks : Ampex Corp: Digital Storage
AMPX 7.920-4.3%Dec 29 3:59 PM EST

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To: Glenn Perry who wrote (2500)4/8/1997 10:05:00 AM
From: jonggua   of 3256
 
Relooking at this, it seems more and more the IBM description is KM too. Thanks for the repost of the news article! At the risk of being redundant of those prior posts, here's a recap of why.
"Also notable is that this demonstration used only extensions of proven technologies (this is what KM is too, just a cheap added improvement):
an ultra low noise magnetic alloy disk coating on which the bits are written"
Take a look at post 319, from 9/96 issue of Data Storage (thanks again, Glenn!), which states that "KM having more than a 6-dB signal to noise ratio (SNR) advantage for the densities typical in the thin film media industry. Since media SNR is cut by 3dB for each halving of track width (more bytes crammed closer together)...."
Well, you can go and read it yourself.
We do know that KM is a magnetic alloy coating, that it is "ultra low noise", and that IBM has provided platters for testing in the past, from the 10Q's.
We also know that this new announcement incorporated a test of Spin Valve/Giant MR technology, and just a couple weeks later, and here's where I don't think anyone directly connected these two issues together here publicly, AXC in their series of 3 institutional meetings with big money, handed out papers which clearly said, and I quote verbatim:
"Future Head Technologies (Spin Valve/Giant MR/Colossal MR)
-Required for performance of future head technologies"

Putting it all together just strengthens the point that others have made at the time of IBM's news release, that if its not KM itself, its a close knockoff.

By the way, what ever happened to DJ Toal, who posted some major brokerage firm was getting ready to cover AXC for its many clients who are holders of it? have heard no more about this and wonder if the timetable we were given, was it a 3 month waiting period?, has passed. Just wondering.

also wonder how accurate it is that WD is planning to transition to completely MR this year. Sounds really ambitious to me. I know the article said they would, but wonder if they were right. I thought I got the opposite impression from reading their 10Q.

I'll post ASAP after my ? have been answered about the 2 Mitsu lawsuits. Cheers...
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