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Technology Stocks : Ampex Corp: Digital Storage
AMPX 7.887+0.7%Dec 31 3:59 PM EST

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To: jonggua who wrote (1548)1/30/1997 1:51:00 PM
From: K.Martin   of 3256
 
James,
I have been long on AXC and will remain that way until Maxtor backs
out or some other event fundamentally changes AXC's future outlook.
The most recent downtrend ( 22 days without an upside close) is
trying. One thing that has bothered me since the Maxtor signing is
that Maxtor has not publicly announced it use ok KM. It seems like,
if you are No.4 or 5 and you lic. a new tech. that you believe will
add significantly to your market share by giving you a competive
addvantage, that you would want everyone to know about it. Maxtor has
been very quiet on KM. I think I will just blow off the afternoon
and go play golf.
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