Silicon Investor (SI) -- The First Internet Community

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 : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: David Newton who wrote (7170)	10/4/1999 8:22:00 AM
From: Zakrosian	Respond to of 9256

David - Some excerpts from APM's 10K from last year: The Company competes with other independent recording head suppliers, as well as disk drive companies and systems companies that produce magnetic recording heads used in their own products. Fujitsu, Ltd., Hitachi, Ltd., IBM and Seagate Technology, Inc. ("Seagate"), produce some or all disk heads for their own use. Read-Rite Corporation ("Read-Rite") has had substantially greater sales of disk head products than the Company and has been one of its largest competitors among independent disk head manufacturers. Read-Rite and Sumitomo Metal Industries, Ltd. ("SMI"') have a joint venture in Japan to make disk head wafers. Currently, several large Japanese companies, each with considerably more resources than the Company, compete in the independent head market and have had considerable success in gaining market share. Alps Electric Corporation, Ltd., TDK Corporation (and its SAE Magnetics, Ltd. subsidiary,) and Yamaha Corporation continue to aggressively develop and market recording heads. Other independent recording head manufacturers that are shipping, or intend to ship, to the OEM marketplace include Headway Technologies, Inc., Silmag, Kaifa Technology, Inc. and Hitachi Metals Ltd.