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Non-Tech : HMT TECHNOLOGY - UNDISCOVERED YET!
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To: T Bowl who wrote (2074)10/20/1998 7:23:00 PM
From: DoggyDogWorld  Read Replies (1) of 2253
 
KMAG took market share from HMTT this quarter. KMAG's revenues increased sequentially by 4-5%, HMTT was essentially flat. It's not like KMAG slashed pricing, either, their ASP only dropped a few percent.

I don't want to make sweeping statements based on a few percentage points, but a big part of HMTT's investment thesis was their alleged competitive advantage over KMAG. Based on this I expected HMTT to emerge from the downturn both larger and stronger than KMAG. Doesn't seem very likely now.
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