Z, I don't think there is any relation to the width of a line in a TSA and microactuation.
I am not an engineer and can't say what is the value of finer lines in a trace, but it seems like this world revolves around making things smaller. Sputtering is a pretty well developed technology. Some say it is a cheaper process. If that's so, and coils are perhaps more cost effective(?) than panels, it's worth concern. I'd really like an honest cost comparison for CAPS, CIS and TSA to know. Unfortunately, I don't think that will happen.
<With Fujitsu's suspension being one piece, would this seem to cause a risk of more expensive scrappage if future developments lower yields?> I don't understand? CAPS looks and acts just like TSA. It's stainless steel base layer makes the flexure and its bonded to the main structure of the suspension just like TSA. I could be wrong, but that's my understanding. Where's the risk of higher scrappage?
<Also, any idea why Fujitsu would suddenly be interested in selling to the outside when they have had this needed technology for so long?>
No. Maybe they hope to make money on royalties? Why did IBM sell patent rights to Hutchinson? Maybe they feel Magnecomp can make it cheaper than they can make it in house? It would be interesting to ask Fujitsu.
<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. >
We often seem to have more knowledge on this thread than we give credit to, but does it help us make money on stocks?
<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.>
So, if they bring their forces together and pump this company up to make a good sale of stock, we should just go along for the ride, regardless of fundamentals. eBay is trading with an 8 billion dollar market cap and 12 million in quarterly sales. Fundamentals don't mean jack in short term trading.
Regards,
Mark |
