Z,
OK, Hutchinson is very interesting. Some questions:
<<In addition, industry
transitions from thin film inductive recording heads to magneto-resistive
("MR") heads, which are significantly more sensitive than thin film inductive
heads in reading data from disks with higher areal densities, and from nano
heads to the smaller pico heads, have reduced initial production yields of
the head and disk drive manufacturers. Because a significant portion of head
yield reduction occurs after the head is bonded onto the suspension assembly, low yields often result in increased demand for
suspension assemblies in order to achieve desired disk drive shipment levels. ">>
Are they saying ,"Low process yields, at head manufacturers, are a positive for us."?
<<Further, data density improvements also resulted in reducing slightly
the average number of suspensions required per drive, from slightly over 5 to
approximately 4.8 suspensions. >>
Any idea where those numbers came from?
<<MR heads require at least twice as many electrical leads as
conventional recording heads. For these reasons, TSA suspensions command a
higher sale price than the Company's conventional suspensions. >>
Same for GMR or even more?
Source: edgar-online.com
I am seriously considering throwing some bucks at this company and I appreciate your posts. I am, however, having a hard time pulling the trigger on them. Quite frankly, I don't know why.
As an aside, I notice that Hutchinson nor any other drive sector company I am aware of is listing data compression algorithims as a significant business risk.
I found this company's technology to be quite fascinating:
iterated.com
Thanks very much for all your work and interest in this company. I would not have looked at it without your interesting posts,
Yogi |
