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Technology Stocks : JMAR Technologies(JMAR) -- Ignore unavailable to you. Want to Upgrade?

To: Bilberry who wrote (3659)	10/25/1997 7:24:00 PM
From: TEMFASSBAL	Respond to of 9695

Hi Bilberry and All, Yes you did spark some good discussion and you got a few of us Hard Drive nuts to look into this Co. I went through this thread and the 1996 10Q today...lots of interesting stuff...didn't like the CATZ thing much from the beginning personally, i like niche companies that supply high growth technical players and JMAR might just be that with their Mirage and measurement/trimming capabilities as they relate to MR fab...if I play this stock it will be on the MR head angle....I follow the drive business and companies closely and I'll give you just a few snipits here and I'll try to post more later RDRT the major (independant) head manf. gave these numbers for transistion from TFI (Thin Film Inductive) heads to MR (magnetoresistive) heads...they will be shipping 50% MR this Q (Dec.), 75% next Q (March) and 90% in the june Q...their CEO said that the TFI war is over and almost all of their resources were pointed toward winning MR designs. MR heads have been on the horizon for some time and their time has finally come...IBM (who almost has to be who ordered that equipment if the release is accurate because they are the only HDD manf who also is a box (coomputer) maker) is a leader and has huge internal demand along with the ability (capacity) to sell to other drive manf's (WDC for example) The other major independant head manf (APM) is just beginning a ramp into the MR side of the business (they just hired someone away from IBM expressly to oversee that transition)..they are behind the curve and could provide good demand for JMAR's product as they must move to this technology...TFI is dead for all intents and purposes (a couple Q's left on the outside IMO)...the thing with both RDRT and APM is one has to find out if JMAR is a supplier...? See my next post for a relative table on storage growth...tables work better on SI in fixed font.... Tim

To: Bilberry who wrote (3659)	10/25/1997 7:29:00 PM
From: TEMFASSBAL	Read Replies (1) \| Respond to of 9695

Here we go... Heres a table that shows the growth in storage over the next couple of years...59% is a nice number and there'll be MR heads in a vast majority of those disk drives..this is courtesy of APM's home page (which is a good source of info RE HDD's and MR heads) Increasing PC Storage Requirements of Software (MB) 1995 1997 1999 2001ÿ Windows 100 130 200 500 Word Processing 36 60 80 125 Spreadsheet 39 50 80 125 Networking 29 80 175 350 Desktop Publishing 30 75 175 300 Presentations 31 50 75 125 Graphics 58 100 350 750 Video 00 325 1,000 2,500 Data Files 123 500 1,000 2,500 ----- ----- ----- ----- Total 446 1,370 3,135 7,275 59% Compound Annual Growth Rate Source: Trend-Focus Thats all for now...good luck all and I just might join you JMARians. Tim