Ampex Corp: Digital Storage Message Board

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Technology Stocks : Ampex Corp: Digital Storage

AMPX 12.24

+15.7%

Feb 6 9:30 AM EST

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To: Hal Campbell who wrote (483)	10/30/1996 8:52:00 AM
From: jonggua	of 3256

Rather, I think they've stated that they "have no plans to license KM, OR to manufacture it." I've read 10K's and Q's comments as open ended, they're open to either option, could either license it or manufacture it. I think licensing is the way they'll go. How do they handle the volumes of tens of millions that could be necessary, and in such a brutal operating environment as disk drives, with their short product lives and ever diminishing costs. Inventory is a killer for the industry. So I think they'll settle on a sweet licensing deal.

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