The only news I've seen on HTCH is (1) that Maxtor has allegedly increased its orders to its suppliers, and (2) that Seagate continues to evaluate TSA, and is building test drives incorporating TSA. Also, more microdrives coming into play, with Halo's being the most recent that I know of, and I suppose that they all use TSA (of course, I also suppose that in the ripeness of time flash will win out over microdrives for most applications where they are appropriate, but that's another story to be fought out in the marketplace and in the engineering rooms).
But I to am hopeful that this is a real move here. We are coming up to a point which was at one time strong support--the 31-33 area, where, in fact, I made my first purchase of HTCH, posting on this very thread memorable words to the effect of, "Well, 31-33 looks like pretty strong support for HTCH, so I bought on this last dip." It took maybe two weeks, I think, for that "support" to be breeched, though really I'm all that unhappy with it, I have averaged down three times in the high teens and low 20s since then. I still think that it is at least possible that we could get back to the old highs by Jan-Feb, unless the move to single platter drives and fewer heads is really a lot stronger than I believe. Plenty of enterprise drives out there which require lots of heads too. And the addition of Seagate as a volume TSA customer--presuming it occurs--should offset the move the single platter drives pretty well.
Best,
Sam |
