Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 187.70

+9.0%

Jan 2 9:30 AM EST

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To: jfrancis who wrote (7229)	10/20/1999 6:37:00 AM
From: Z Analyzer	Read Replies (1) of 9256

I'm still optimistic on HTCH. Their dominant position seems better than ever, SEG adoption of TSA should help further utilize their capacity while increasing ASPs. Excess capacity seems to be the only shorcoming now as a result of the rapid decline in heads per disk. But eventually the high growth of the high end drives and expansion of the low end market will catch up, other application for drives will grow and HTCH should start minting money as well as getting a reasonable P/E.

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