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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 168.90+4.9%Dec 5 9:30 AM EST

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To: TEMFASSBAL who wrote (5972)3/28/1999 5:19:00 PM
From: Z Analyzer   of 9256
 
<<Also SEG is one of three companies that has spent
R&D money working with HTCH's microactuator>>
Seems like HTCH's TSA would be essential with microactuation. I don't see how it would make sense with flex circuits. SEG would be a nice conquest for HTCH and a commitment would have to come pretty soon with the kind of timing we are talking about.
If both TSA and microactuation become industry standard and are purchased from HTCH, that leaves very little content for competitve suspension manufacturers. Since they are already so far behind, I have to wonder how it makes sense for them to make major investments for a small slice of the pie. What am I missing? What's the bear scenario? -Z
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