SI
SI
discoversearch

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 212.19+5.9%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: marty44 who wrote (8763)9/27/2000 10:54:40 PM
From: La Traguhs  Read Replies (2) of 9256
 
Appreciate your post about the HGA line at SAE. Share what ever you can.

The word has been slow to get out about the TDK wafer fab flood. Those who have heard about it have said its under control and the situation is "being managed."

I've been trying to pin down the shipment gap that will be caused. I figure for every one week that TDK/SAE heads don't ship into the industry, it's approximately 1.4 million drives that won't ship industry wide.

I understand that the wafer fab was down for two weeks and has stated up but there has to be a 4 to 6 weeks re-qual (although a reduced version) period before they can be sure that the wafers being produced meet pre flood yields and performance.

I just can't see how this won't affect the HDD shipments and in turn PC shipments in the December quarter. I see "allocation" being the December quarter buzzword.

To play the situation, I've "stopped" out of my position in Maxtor with a profit, expecting them to be negatively impacted in December (assuming there isn't a Quantum/Maxtor deal concluded in the meantime) and bought a position in RDRT when I first heard about the problem.

For the past week, the HDD stocks have gone flat (but not down) and RDRT has made a nice profit, but I can't tell if its moving up because of the TDK problem or because of the optical stuff.

Regards,
LT
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News