Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 160.04

+5.2%

Nov 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stitch who wrote (8249)	4/15/2000 12:29:00 AM
From: Tom Simpson	Read Replies (1) of 9256

Stitch, Interesting info on HTCH, and not encouraging. You must be referring to the KRP operation, refinanced via Prudential as I recall. I would guess Seagate must have had a hand in making that happen. <<I also ask myself how long can SEG use the FSA until they are forced to go to a TSA type of suspension.>> That is the interesting question. I wish I knew enough technically to know if it matters. My conjecture is that the TSA relative advantage is a function of areal density, i.e. more necessary on a 10GB platter than a 5GB platter. Hype aside, Seagate's product has been consistently lagging competitors in areal density, which hasn't stopped them from being profitable. If Seagate can extend FSA further along in their measured density roadmap its pretty bad news medium term for HTCH; my guess would be it yields 50-100 million in excess HTCH TSA capacity. Nasty thought since they can't count on much unit growth elsewhere to eat that up. I was also interested in the HDD news. I knew someone else had slipped in a wireless product but didn't know if it was Magnecomp or someone else. Best Regards.....Tom

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next