Ampex Corp: Digital Storage Message Board

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Technology Stocks : Ampex Corp: Digital Storage

AMPX 12.18

-0.3%

3:59 PM EST

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To: Milt Best who wrote (2812)	5/14/1997 9:13:00 AM
From: Sean	of 3256

Hmmmmmm. I'd have to agree with Dragonfly. The AXC deal with Maxtor seemed to be really a TFI story. At the time there was little talk of a Maxtor MR drive program. It seems too early for Maxtor to ammounce a MR + KM drive to me. While the disclaimer about KM possibly not working in production drives is lawyer talk, it wasn't too long ago that the MR + KM combo was just speculation. Could it be that Maxtor was planning a TFI + KM drive program in case the MR deal with RDRT did not work out? I hope I'm wrong. Also, the press release states that: "We are also pleased that this program will be our first MR drive program for which we will be shipping MR heads as fully assembled head stack assemblies (HSAs)." This would seem to indicate that RDRT would have to have a license to manufacture KM platters already in place right?. Shouldn't we have heard about it if they did? Sean

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