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To: Gottfried who wrote (1399)12/1/1999 7:25:00 PM
From: Z Analyzer  Respond to of 1487
 
The SEG TSA info was from the last conf call when they announced a qualification, but HTCH has been talking about it for some time. They make it sound as if SEG will transition almost entirely to TSA. When you look at the costs, there would appear little added cost for TSA and quality benefits. Also, SEG is aggressively plannning for microactuation which may put them more strongly in the HTCH camp.



To: Gottfried who wrote (1399)12/2/1999 4:54:00 AM
From: Tom Simpson  Read Replies (1) | Respond to of 1487
 
Due diligence on the yahoo thread yields this report
messages.yahoo.com

Note KRP is reporting 4+ million units 3rd qtr against 18 million same period last year. That is a brutal drop.

Tom