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 157.09

-5.4%

3:08 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: LK2 who wrote (1418)	11/7/1997 4:24:00 AM
From: Z Analyzer	Read Replies (1) of 9256

HTCH's lousy earnings are almost entirely due to low volumes (12 mil per week in Sept and Dec qtrs vs. over 15 per week in March and Jun qtrs). Their profit varies DRAMATICALLY as volumes decline and they have added substantial capacity. They did blame poor high end drive sales which clearly is an industry problem and HTCH supplies a very high percentage of high end drive suspensions. High end drives use a lot of susp per drive. They also indicated they might have lost some market share. The real questions are how long until high end picks up, they grow into new capacity, TSA grows and becomes profitable and whether the cheap Asian currencies reduce pricing.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next