SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ampex Corp: Digital Storage
AMPX 12.99+7.4%3:39 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: HPilot who wrote (3058)6/10/1997 3:33:00 PM
From: Hal Campbell   of 3256
 
Speculation ..maybe fantasy.. of course, but just the possibility makes me chuckle. Re: Hugh's post on the SI board about Karen's comment that problems with MR head supply would suggest that the speed of the industry's shift to MR has been somewhat exaggerated. I certainly agree. More than somewhat.
Now what market would a newly reformed, hungry drivemaker make its initial run at. Surely not the one dominated by manufacturers like Seagate and IBM - whose commmitment to MR heads and experience in using them is long standing. And of course, as I understand it, MR production yields, and therefore costs, are a year away from becoming similar to those of inductive heads. So with everyone strolling from the theatre of hard drive operations ....headed towards the MR exits .... Maxtor's pronouncement that they plan to be 100% MR by the end of the year might be yelling fire just in amused hopes of speeding up the exit. Pleased that the MR shift is leaving the other makers with an even higher cost basis for a given range of drives ....confident in the knowledge that they have a tech in hand that will reduce their costs as the other competitors are increasing theirs. Which increases their edge in their initial forays into market share grabbing.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News