Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 177.57

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3:22 PM EST

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To: Pierre-X who wrote (3435)	5/30/1998 11:58:00 AM
From: Z Analyzer	Read Replies (1) of 9256

Maybe I'm missing something, but the only company in the drive business which interests me now is HTCH. It seems to be the best opportunity in the industry if they are truly on their way to making TSA the industry standard over continued conventional or HIF. Given the uncertainty and noise in the system coming from Innovex, HTCH clearly has major upside should this turn out to be the case. What makes it even more interesting is that people in the industry by now should have a very good handle on the prospects for TSA (and on the issue of whethter high TSA costs are justified through lower assembly costs and yield improvements. Good research (actually good contacts)should be able to uncover the answer to these questions. Its a shame we seem to have so few industry employees in this thread since general comments on TSA would not seem to be divulging confidential company information. Does anyone have any good information from drive designers which might shed light on these issues?

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