JMAR Technologies(JMAR) Message Board

STOCKTALK

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 : JMAR Technologies(JMAR)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bilberry who wrote (3895)	11/9/1997 9:04:00 PM
From: Candle stick	Read Replies (2) of 9695

Following is a link to an article which summarizes an interview with tech analyst Roxanne Googin. It explains the collapse in Western Digital earnings and relates directly to the Magneto Resistive (MR) disk head industry, and JMAR cbs.marketwatch.com The important excerpt comes at the end where she explains that Western Digital has " ....been slow to migrate over to magneto resistive [heads]. Their head supplier, Read-Rite, is not giving them good-quality yields on the high end components that they need to make the transition. Quantum has bought the effective worldwide capacity (all of which is coming out of Japan at this point from TDK and Yamaha), and so on top of the secular decline, they have not executed as well as Quantum on the MR transition. Quantum is therefore gaining share." Quantum has bought the worldwide capacity! Western Digital is suffering because amoung other things they have been slow to convert to MR ! This would seem to bode well for JMAR and their new mirage system which is used in the manufacture of MR heads, no? I am no expert, but it seems that for Disk drive competitors to stay competitive they must move to this technology quickly, yet there is no supply to be had. growth for the Mirage system should be explosive going forward, in my humble opinion. Reference the link below to learn more about JMAR's Mirage system. jmar.com And this link to see that it has now become the #1 priority of JMAR: jmar.com Best of luck to all, comments welcome.......;^)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next