-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, UtbojiUsGPaqFECQgrDGrszjPp3l0o55JMExA40FUtRQoTw3mT1JVYAxs7MGd90u 3b4R7hm7cKOYxdjZR8a9Xw== 0000950134-05-022753.txt : 20051207 0000950134-05-022753.hdr.sgml : 20051207 20051207161531 ACCESSION NUMBER: 0000950134-05-022753 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20051207 ITEM INFORMATION: Regulation FD Disclosure FILED AS OF DATE: 20051207 DATE AS OF CHANGE: 20051207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KOMAG INC /DE/ CENTRAL INDEX KEY: 0000813347 STANDARD INDUSTRIAL CLASSIFICATION: MAGNETIC & OPTICAL RECORDING MEDIA [3695] IRS NUMBER: 942914864 STATE OF INCORPORATION: DE FISCAL YEAR END: 0102 FILING VALUES: FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 000-16852 FILM NUMBER: 051249741 BUSINESS ADDRESS: STREET 1: 1710 AUTOMATION PWY CITY: SAN JOSE STATE: CA ZIP: 95131 BUSINESS PHONE: 4085762000 MAIL ADDRESS: STREET 1: 1710 AUTOMATION PWY CITY: SAN JOSE STATE: CA ZIP: 95131 8-K 1 f15228e8vk.htm FORM 8-K e8vk
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE
SECURITIES EXCHANGE ACT OF 1934
Date of Report (date of earliest event reported): December 7, 2005
KOMAG, INCORPORATED
 
(Exact name of Registrant as specified in its charter)
         
Delaware   0-16852   94-2914864
         
(State or other jurisdiction
of incorporation) 		  (Commission
File Number) 		  (I.R.S. Employer
Identification No.)
1710 Automation Parkway
San Jose, California 95131
 
(Address of principal executive offices)
Registrant’s telephone number, including area code: (408) 576-2000
Not Applicable
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
o Written communications pursuant to Rule 425 under the Securities Act (17CFR 230.425)
o Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17CFR 240.14a-12)
o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17CFR 240.14d-2(b))
o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17CFR 240.13e-4(c))
 
 

 

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Item 7.01. Regulation FD Disclosure.
SIGNATURES

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Item 7.01. Regulation FD Disclosure.
Komag, Incorporated (the “Company”) previously announced it will be presenting at the following investor conference:
     Lehman Brothers 2005 Global Technology Conference
     Thursday, December 8, 2005 at 4:00 p.m. PST (7:00 p.m. EST)
     In San Francisco, California
Live and archived webcast of the presentation will be available under Webcasts and Events in the Investors Section of Komag’s website at http://www.komag.com.
At the investment conference, the Company’s executives expect to provide updates regarding conditions in the hard disk industry. Specifically, the Company expects to make the following comments:
Market demand currently continues to be very strong. The Company believes supply of finished media and substrates continues to remain tight and that industry supply could be tighter exiting 2005 than entering the year.
The Company is continuing to run at full manufacturing capacity. The Company’s capacity expansion plans are on, or slightly ahead of schedule. The first new production equipment is fully installed, qualified and producing disks. The remaining equipment for this capacity expansion is expected to be delivered by the end of the fourth quarter of 2005 and qualified for production during the first quarter of 2006, resulting in total media capacity of 31 million disks per quarter.
Based on the current equipment installation and qualification schedule, there could be some modest upside to the Company’s manufacturing capacity in the fourth quarter of 2005, which may have the potential for some revenue improvement as compared to the prior guidance for the fourth quarter of 2005, if demand remains strong through the end of December 2005.
The Company’s second capacity expansion, targeted primarily for second half of 2006, is also on schedule to meet commitments to customers and to exit the fourth quarter of 2006 with total expected capacity of approximately 40 million disks per quarter. In addition, the Company recently entered into an incremental strategic expansion with an existing customer for a further modest capacity increase scheduled for early 2007.
This report contains forward-looking statements relating to expected market demand, levels of incremental new media capacity expected to be added by the Company in 2005, 2006, and 2007 and the Company’s expected potential for revenue improvements as compared to the prior guidance for the fourth quarter of 2005. These statements involve known and unknown risks and uncertainties that may cause the Company’s or its industry’s results, level of activity, performance or achievements to be materially different from those expressed or implied by the forward-looking statements. These risks and uncertainties include, without limitation, the Company’s ability to achieve its operating yield, cost and profitability targets, changes in the currency exchange rate for the Malaysian ringgit as a result of the managed float system, continued customer demand and the impact of demand variation on factory

 

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utilization, the performance by the Company and its customers of their obligations under the respective increased capacity arrangements, the Company’s ability to increase its capacity, variability in demand and associated impact on average selling price of disks, the Company’s ability to satisfy customer qualification requirements and meet shipping demands, the Company’s expectation that industry unit demand will continue to grow and not decline and, the Company’s ability to produce new generation disks in volume and the other factors described in the Company’s reports filed with the Securities and Exchange Commission, including, but not limited to, its most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. The Company disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

 

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Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
         
  Komag, Incorporated
(Registrant)
 		  
Dated: December 7, 2005  By:   /s/ Kathleen A. Bayless    
    Kathleen A. Bayless   
    Senior Vice President,
Chief Financial Officer 		  
 

 

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