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Non-Tech : HMT TECHNOLOGY - UNDISCOVERED YET!
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To: Mark Adams who wrote (2095)12/20/1998 1:45:00 PM
From: InfoMiner  Read Replies (1) of 2253
 
I have taken the foreign element into consideration. And you are correct - as it does dilute my analysis. Historically the breakdown of media supplied to DD companies has been 1/3 supplied in house by the DD companies themselves, 1/3 from US companies, and 1/3 from overseas. I believe DiskTrends stated that the 1/3 supplied in house (captured market) by DD companies has risen to 40-45% in the last two years. This makes sense since DD companies would rely more on in house media as they cut production.

It is still good new though b/z it's just KMAG and HMTT taking the US half(assumming historical ratios) of the independent media market. Thanks for pointing that out.

Miner
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