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Non-Tech : HMT TECHNOLOGY - UNDISCOVERED YET!

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To: Herb Fuller who wrote (2006)6/16/1998 11:36:00 AM
From: Bill Lin  Read Replies (1) of 2253
 
# plants - 2
overtime -- not sure if overtime or 4th shift on weekend.

parking lot reported full at various times sat/sun wee am/am/pm/late pm in past few weeks. This is very unscientific and not verified by me personally.

They are slowing down production on 2 plants.

Can only guess that there were pushouts in production schedules from WDC and IOM.

The worst thing that can happen to a manufacturing plant is a spike in demand (positive or negative) because it forces utilization normalization.

Is the spike temporal or a new demand level?

So, HMTT and standard practice in the industry, what they do is to delay the need to mess with physical production equipment and manpower. (see recent actions with initial AMAT forced vacation then capitulation to layoffs).

Thus 1/2 shift for 4 weeks is equivalent to a 2 weeks shutdown of its entire production facility -- sort of. Productivity may be affected MORE or LESS than the 1/2 closure of the plant. This is idiosyncratic of the production mgmt system of each plant.

Fortunately they will begin this with a July4 shutdown, so 4 days are accounted for already.

Because of the nature of disk processing, I'd surmise that it is more efficient to have a continuous 24 hr production cycle (baking times, etc.) vs just a 2 shift op. I'm not sure about batch processing vs in-line processing capabilities of the IVAC / other production equipment.

So...you are right, maybe they are not working OT on weekends, but are just doing a 4th shift.

Which brings to question, how well will they execute the July 4 process shutdown? Will they be able to manage yields well or will defects/rejects increase to unacceptable levels?

and as the final caveat...I don't really know what I'm babbling about.

BL
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