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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 154.26

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3:51 PM EST

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To: Mark Oliver who wrote (5205)	1/11/1999 4:48:00 AM
From: Z Analyzer	Read Replies (1) of 9256

<<I have heard the subtractive process can yield finer line widths? Do you think this is true?>> Doe it really matter? HTCH's annual report shows suspensions with microactation and chip on suspension (although separately). I have to believe they can do them together since they regard both as very impt to the future. If you can do both, are potentially finer lines an issue? With Fujitsu's suspension being one piece, would this seem to cause a risk of more expensive scrappage if future developments lower yields? Also, any idea why Fujitsu would suddenly be interested in selling to the outside when they have had this needed technology for so long? Stitch, I'm glad to see this is a subject of interest to you. I don't believe there is an analyst out there who follows HTCH closely enough to really understan the competitve situation or to know if Fujitsu becomes a threat. With Goldman Sachs the lead underwriter for HTCH's offering, it looks like HTCH should pick up some beneficial analyst coverage. Rick Shute has been on the calls for quite some time. Montgomery, which is not participating in the offerring, just upped their stock target from $50 to $60. A case can be made for higher prices if HTCH is on their way to 12 mil TSA per week by year end and to domination of this business which means you are addressing a very important issue. Thanks again for your interst in these subjects. Good luck, Z

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