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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 290.23+7.4%Feb 3 3:59 PM EST
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To: Stitch who wrote (2478)2/13/1998 6:24:00 AM
From: Mark Oliver  Read Replies (1) of 9256
 
<I am very bearish on HTCH and all the component suppliers right now.>

Do you have any experience with Innovex? They supply wiring for interconnecting heads. They've survived the last several quarters with good earnings even though they were down from the 100% plus growth last year. They still hold margins above 40%. They face potential competition to their monopoly from Hutchinson's TSA which will be a pico head option. They also have a solution using their proprietary system, HIF. I think judgement is still open as to whether INVX or Hutch will win high end.

Have you any opinions on AdFlex? They supply flex circuits. About half go into disk drives.

Thanks,

Mark
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