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Technology Stocks : Hutchinson Technology, Inc.

HTCH 4.000

0.0%

Oct 6 5:00 PM EST

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To: Tom Simpson who wrote (1405)	12/2/1999 2:16:00 PM
From: Jonathan N	Read Replies (1) of 1487

Hmm. I am curious to know whether demand for KRP's wireless dropped or remained the same during their difficulties this year. That is, did they have a load of orders that they were (and are still) not able to fill? If they lost customers, I would be curious to see whether they simply transferred the orders to another wireless producer, or whether (he optimistically and groundlessly speculates) they perhaps accelerated transition wired suspensions. Has the ratio of TSA/wireless risen smoothly over the past year, or has their been a hitch since KRP's problems? Jonathan Edit: The more I think about it, I suppose there are just too many variables in this chaotic year to really make a proper diagnosis, and any answer to my question might just be radically underdetermined by the data.

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