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 : Read-Rite -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (2764)	1/12/1998 1:49:00 AM
From: Gus	Read Replies (2) \| Respond to of 5058

No problemo, Stitch. By the way, do you know anything more about NGK Insulators? I fed you some bad data last week when I said that they were ramping in 1998 and going to be cranking out 2 million glass platters a month in 1999. They're actually going to start producing 2 million glass platters a month in April 1998 and increasing this to 5 million glass platters a month in 1999! If my numbers are still correct, estimated platter production for 1997 was about 400 million platter so assuming 20% unit growth, 1998 platter production will be something like 480 million platters. 5 million a month = 60 million a year which is about 12-13% of 1998 platter production. From 0% market share to 12-13% market share in under 2 years!!!! NGK To Mass-Produce Glass Hard Disk Substrates satellite.nikkei.co.jp TOKYO (Nikkei)-NGK Insulators Ltd. Thursday announced it will start mass-producing hard disk substrates from April 1998. The Nagoya-based maker of insulators and other industrial components will initially produce 2 million glass substrates a month, rising to 5 million by 1999. The world's largest producer of insulators believes it can make glass hard disks as cheaply as conventional aluminum ones..... What are these folks smoking and can I please have some!?!?! Gus