Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 215.00

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Jan 14 3:59 PM EST

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To: Mark Oliver who wrote (8312)	5/6/2000 2:12:00 PM
From: Tom Simpson	Read Replies (1) of 9256

<<Whats happening with Hutch.>> Last fall they had two paths of potential success.... 1. Increasing ASP's from migrating conventional product into TSA product. Would have added revenue even with eroding units. 2. Convincing Seagate to get with the HTCH game plan. Would have added revenue and units. The count is no balls, two strikes. Its going to be a tough year for them....they need to be north of 140 million units/qtr and I don't see it in 2000. Best.....Tom

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