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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 169.55-0.2%3:59 PM EST
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To: Stitch who wrote (5990)3/31/1999 9:42:00 AM
From: Z Analyzer   of 9256
 
<<Most technology prognosis I have seen in the last year highlight track density versus linear density (recording frequency) as the primary half of the equation on which the design focus will be for overall areal density increases.>>
HTCH claims to have broad patents on microactuation of the suspension while some others are looking at movement within the head itself. Would be interesting to know whether others feel HTCH has this covered. (One lesson from the last Comdex where multiple companies were displaying TSA is that it doesn't mean they own the technology. If its essential to the future everyone has to work on it regardless of whether they will nedd to obtain licenses.)
As for Fujitsu, HTCH regards them as a potential customer (previously told to come back when they had adequate TSA capacity). Do you see Fujitsu making major commitments to new suspension capacity which would seem to preclude HTCH? -Z
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