Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 176.34

-5.8%

Dec 12 9:30 AM EST

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To: Stitch who wrote (5202)	1/16/1999 6:06:00 AM
From: Z Analyzer	of 9256

<<Last estimates I saw on Fujitsu suggests they are doing 8-9 million a month fully automated coil to coil for their CAPS. Nitto is almost coil to coil, although they have a bit higher labor content but so what. How many millions in Asia want to work right now? (Nitto Denko is currently the supplier to NHK on wireless for MKE/Quantum). Nitto and Fujitsu both use the same polyimides and virtually the same processes, so the final product is almost identical. This offers a duel source if Fujitsu really goes ahead with a component strategy as they yield product that is virtually transparent at the drive level.>> Wish I understood this better. I assume when you say coil to coil, you are referring to some kind of a continuous process. Is this just for production of the basic suspension. My understanding from HTCH of the reason they believe CAPS is inherently more expensive is that Fujitsu uses a vapor deposition process in small batch vacuum chambers to lay down the circuitry. Any idea whehter this is correct? Can you shed any more light on the Fujitsu process? Is your work in Thailand to be temporary or permanent? Good luck either way! Thanks, Z

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