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: Mark Adams who wrote (1576)	11/16/1997 5:17:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

An interesting table was provided to attendees of AEA attendees by Ultratech. Doesn't imply the growth of head demand that I would have expected. Any thoughts? Merchant/Captive (Units 100) Head Type.....1995.....1996.....1997......1998.....1999 ---------------------------------------------------------------------- Thin Film Inductive Merchant.....141,903.8......212,048.0......216,524.0......238,619.0......112,127.2 Captive.....142,898.1.....190,437.2.....145,721.0.....126.216.0.....115,530.0 Total........248,801.9.....402,485.2.....357,245.0.....264,835.0.....227,657.2 ----------------------------------------------------------------------- Thin Film (MR) Merchant...... 8,255.0..... 60,036.0......131,058.0...... 307,577.2...... 365,292.0 Captive .......48,645.0..... 110,000.0..... 333,432.0..... 473,687.8..... 472,300.0 Total.......... 56,900.0....... 170,036.0....... 464,490.0.......781,265.0..... 837,592.0 ----------------------------------------------------------------------- Thin Film (Giant MR) Merchant -- -- -- -- -- Captive .... -- ....... --...... 10.0 ....... 125.0 ....... 10,200.0 Total ........ -- ........ -- ......... 10.0 ....... 125.0 ....... 10,200.0 ----------------------------------------------------------------------- Total Head Demand ........ 341,701.9........ 572,521.2 ....... 821,745.0....... 1,046,225.0....... 1,075,449.2 ------------------------------------------------------------------------ Source: Ultratech and Peripheral Research Corporation 4/97 1997 Thin Film Production Schedule Units in Millions Manufacturer...... Merchant......Captive ......Totals...... MR Estimate ---------------------------------------------------------------- Applied Magnetics ...... 44.2 ...... 0 ..... 44.2 ...... 17.6 ALPS .............. 8.7 ....... 0 .......... 8.7......... 8.7 Digital Quantum ..... 0.9 ...... 48.2 ..... 49.1 ...... 37.8 FDK Fujitsu ....... 4.7...... 2.8...... 7.5 ....... 7.5 IBM ............... 4.7....... 109.7 ...... 114.4 ...... 114.4 Headway ............. 5.4........ 0 ........ 5.4 ...... 5.4 Read-Rite Corp. ...... 134.5....... 0 ..... 134.5 ...... 37.0 Read-Rite/SMI ........ 42.0 ..... 0 ....... 42.0 ......25.0 Seagate Tech/Head....... 18.4...... 327.5 ..... 345.9...... 194.0 TDK/SAE ...... 105.0 ...... 0 ...... 105.0 ...... 39.0 Yamaha Co. Ltd. ...... 96.0 ...... 0 ...... 96.0 ...... 37.0 Others (Hitachi/NEC) ...... 4.6 ...... 0 ...... 4.6 ...... 1.2 ------------------------------------------------------------------ Totals ...... 469.1 ...... 488.2 ...... 957.3 ...... 515.9 ------------------------------------------------------------------ Source: Ultratech and Peripheral Research Corporation 4/97