Ampex Corp: Digital Storage Message Board

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Technology Stocks : Ampex Corp: Digital Storage

AMPX 11.04

-5.6%

Dec 10 3:59 PM EST

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To: jonggua who wrote (1746)	2/13/1997 1:43:00 PM
From: K.Martin	of 3256

James, I am a long time holder of AXC. Without KM AXC I believe is fairly valued at from 7 1/2 -10. I expect that we will trade there until KM platters enter production or possibly until AXC begin booking earning from KM. This might not happen unil late 97 or early 98. Another OEM agreement also would change this but I don't forsee one until Maxtor has all of the production problems ironed out and AXC knows what it's true margins will be. Right now I don't see the ergency(sp) that would prompt an other OEM to sign up. AXC has an agreement will a small player who is going to refine production process which would reduce their time to market, so why rush.

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