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

To: Gottfried who wrote (1345)10/25/1997 9:31:00 AM
From: Factfinder  Respond to of 9256
 
FYI Veeco Instruments is also in this business. The stock is off substantially from its highs although I heard it was going to have a strong quarter. I have not purchased any to date as I haven't finished my research and can't determine yet how far head companies have progressed in MR Capital purchases. I believe RDRT will spend 300 M this year on MR related transition. APM is farther behind RDRT and I believe will spend about 120M this year. I am looking for more info on what portion of MR fab relates to precision tooling that you describe



To: Gottfried who wrote (1345)10/25/1997 1:32:00 PM
From: Bilberry  Read Replies (2) | Respond to of 9256
 
GM, thanks for your reply. If it is IBM that is buying JMAR's MR head inspection equipment, then JMAR should be in for a nice ride. The info below says that IBM is supplying MR heads to Western Digital. If all this is true, I am trying to determine the potential revenues for a tiny company like JMAR. I hope one of the knowledeable people on this conference can help me determine this.

storage.ibm.com <--IBM Info
jmar.com <--JMAR home page

--Bilberry


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