-----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, Na7qkBh5BaUxJ6ctxbeKLYWs+9vF0JyjSRNOXkEphIPbXb+krUxCbS/RYXjzxGL2 ogLM/uTaMMWnPFQLqqhmnQ== 0001299933-06-001479.txt : 20060306 0001299933-06-001479.hdr.sgml : 20060306 20060306161055 ACCESSION NUMBER: 0001299933-06-001479 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20060306 ITEM INFORMATION: Regulation FD Disclosure FILED AS OF DATE: 20060306 DATE AS OF CHANGE: 20060306 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: 06667415 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 htm_10742.htm LIVE FILING KOMAG, INCORPORATED (Form: 8-K)  

 


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):   March 6, 2006

KOMAG, INCORPORATED
__________________________________________
(Exact name of registrant as specified in its charter)

     
Delaware 0-16852 94-2914864
_____________________
(State or other jurisdiction
_____________
(Commission
______________
(I.R.S. Employer
of incorporation) File Number) Identification No.)
      
1710 Automation Parkway, San Jose, California   95131
_________________________________
(Address of principal executive offices)
  ___________
(Zip Code)
     
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:

[  ]  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
[  ]  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
[  ]  Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
[  ]  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))


Item 7.01 Regulation FD Disclosure.

Komag, Incorporated (the "Company") previously announced that it will be making a presentation at the following event:

Komag, Incorporated Analyst Day
Tuesday, March 7, 2006 at 10:00 a.m. PST (1:00 p.m. EST)
In Santa Clara, 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 Analyst Day, 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 expects revenue in the first quarter of 2006 to be on the high end of the Company’s previous guidance of a 2% to 4% increase over the prior quarter.

*The Company believes supply of finished media and substrates continues to remain tight and the Company is continuing to run at full manufacturing capacit y.

*With continuing strong customer demand and some additional media production capacity from the capacity expansion in process, the Company expects revenue in the second quarter of 2006 to be above the first quarter.

*The Company’s capacity expansion plans are on, or slightly ahead of schedule. Based on the current schedule, the Company expects to have total production capacity of approximately 35 million finished disks per quarter exiting the second quarter of 2006.

*Further, the Company continues to expect to exit the 2006 calendar year with a quarterly production capacity of approximately 43 million finished disks to meet commitments to customers.

This report contains forward-looking statements relating to expected market demand, expected revenue in the first quarter of 2006, levels of incremental new media capacity expected to be added by the Company in 2006, and the Company’s expected revenue trend for the second quarter of 2006. These statements involve k nown and unknown risks and uncertainties that may cause the Company’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 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 dec line 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.






SIGNATURES

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
          
March 6, 2006   By:   Kathleen A. Bayless
       
        Name: Kathleen A. Bayless
        Title: Senior Vice President, Chief Financial Officer
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