Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (7093)	9/17/1999 9:30:00 PM
From: rich evans	Read Replies (1) \| Respond to of 9256

INVX originally said lead wires would be 10% only of business at the end of fiscal 99 and wound up in next 4 months. 10% of 20mill is 2 mill so instead they are down to 1 mill or 5% and can get on with their new flex business it seems. AFLX's #2 customer behind IBM was Seagate and then Storage Tech was #3. Aflx said they would do 34 mill in Q3 ending 9/99 so the combined company should be near 55 mill run rate now. Notebooks was 1/3 of AFLX business and Comm was 17%. AFLX was moving much of its operations from Mexico to Thailand when they were acquired. Doesn't HTCH's TSA still use flex in the "Tail " in many applications? Rich