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Non-Tech : HMT TECHNOLOGY - UNDISCOVERED YET!

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To: T Bowl who wrote (2107)1/14/1999 7:11:00 PM
From: D.J.Smyth  Read Replies (2) of 2253
 
It appears the actual unit price is $9.20, which, according to them represents an improvement relative to overall production costs due to substrate/production changes going forward. My $9.07 was a hurried estimate. But yes, down from overall $9.50 last quarter. It's the net, however, that, as you point out, is what is more meaningful apparently to them. I wouldn't care if the ASP was $8 as long as they could make more money at $8 than at $10.50.

Look at Komag - HMTT is an improvement over their operation and general net costs.
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