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Technology Stocks : Ampex Corporation (AEXCA)

AMPX 12.67

+1.8%

9:55 AM EST

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To: flickerful who wrote (3265)	8/22/1998 4:58:00 PM
From: Hal Campbell	Read Replies (1) of 17679

<<hmm, potentially "retracting" vs "refracting>>> LOLOL GDC, KM may not be dead but it is comatose. Apparently MR heads require modifications to work with a keeper layer, and so the combo is not sufficiently economic. It'll be years before thermal decay becomes problem enough to call for KM, and I wouldn't bet there won't be alternate solutions to the problem by then. The alliance with Samsung is on a distant low heat back burner Litigation expenses sure have declined, and if they win the appeal they'll get the 8 mil + interest, and more importantly as Jubimer has pointed out, will be able to promenade the decision past other manufacturers and increase the royalty stream. If.

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