HMT TECHNOLOGY - UNDISCOVERED YET! Message Board

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Non-Tech : HMT TECHNOLOGY - UNDISCOVERED YET!

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To: Bill Lin who wrote (2057)	8/9/1998 2:10:00 PM
From: SidStock	Read Replies (2) of 2253

Bill, How's the parking lot at the factory these days?? Just was polling one of my contacts, and they say that the newer lines/building in fremont are running at 75% right now. And the old lines are also running. Im not sure but believe they have 4 of the newer lines and are only running 3... something to that affect. I also was told that the main dd factories running here are IBM (especially the head lines), SEG is really cranking and so is WDC. RDRT is in bad shape, especially with IBM ramping up heads and supplying WDC. Cant be good for APM either. On the platter side, SEG is supplying 80% internally, especially bad for KMAG, not great for HMTT. HMTT having much better product than KMAG puts them in a much better position to weather this storm. Also was theorized that in this slowness, HMTT could completely shutdown the old less efficient lines if they ramped up the new lines to 100%. Then they could gut it and put in new lines in the original building. (this all assumes they have the cash to upgrade the lines). Sid

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