Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 266.71

-6.7%

12:59 PM EST

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To: Mark Oliver who wrote (4474)	9/18/1998 7:26:00 PM
From: Z Analyzer	Read Replies (1) of 9256

It appears that HTCH has now crossed the line where over 50% of revenues come from TSA (for the last 3 weeks of September). The December quarter looks to be about 2/3rds TSA revenue and should be the beginning of substantial sequential revenue and earnings improvements. It seems that HTCH has overcome some TSA problems and is now ramping nicely. They have figured out how to get at least one TSA production unit operating at the same volumes as conventional. By my estiimates, bringing the rest up to that level would more than double TSA output without adding any more units (which are being added at a rate of 2 per month). We'll know things are continuing to improve rapidly if they can hit their forecasts of 4 million TSAs per week by the end of the the Sept quarter as planned, up from about 2.8 as recently as mid-August and 3.5 in early September.

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