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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 236.39-2.8%Jan 23 9:30 AM EST
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To: Stitch who wrote (7761)1/11/2000 2:52:00 PM
From: Tom Simpson  Read Replies (1) of 9256
 
<<Not at all. You are right on target...as usual.>> ROFL
Yeah....Right. That is why I don't have any tax liability on the money I didn't make by not riding this turkey from 4 to 6 the last couple of weeks. Fortunately at least, I had not the self confidence in my own opinions to short it, or I would be in a terrible pickle and well beyond humor :o)

But fundamentally, I do think your central point is correct....RDRT is no more essential to the industry than APM was. Talking about GMR production, I notice you didn't mention IBM in the same breath with Seagate, Hitachi, Fujitsu. Has IBM quietly gone away as a potential head supplier to others?

On another subject, I'm really curious about potential mechanisms for active fine mechanical adjustments of the suspension...."secondary actuators" in the jargon. It seems to me that the premise of continued 100% annual increase in arial density depends on improved tpi density in particular, and that in turn means tighter mechanical track following. If the way to get there is to actively control strains in the metal suspension structure that would probably be very good long term news for HTCH holders since it would bump up suspension ASP's, and lets face it, COMPONENT unit growth is just not likely to be a real big number for the next year or so anyway (except for RDRT next quarter of course). Do you have any specific insight into the actual physics underlying so called "secondary actuators"?

Best Regards.......Tom
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