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To: Z Analyzer who wrote (1409)	12/3/1999 11:42:00 AM
From: Jonathan N	Read Replies (1) \| Respond to of 1487

Right. I made a stupid terminological error equating conventional to wireless. Reread my post changing wireless to conventional. Sorry about that. If it was a quality problem, then presumably their orders dropped off during the past year. If their orders dropped off, they went somewhere else. In my unclear post, I was wondering (1) did their orders drop off, (2) if so, where did the customers take their business, and (3) did demand for conventional suspensions as a whole drop because of this, fueling a switch to TSA. Tom was concerned that if 1 and 2 were true, HTI would not (significantly) gain from the new business, since conventional is fading away. That would be true only if KRP's problems had no impact on the demand ratio between TSA and conventional suspensions. If it accelerates the change (if more customers choose TSA over conventional who formerly got their conventioanl suspensions from KRP), then it would be more of a boon for HTI then Tom thought. Jonathan

To: Z Analyzer who wrote (1409)	12/5/1999 2:04:00 AM
From: Tom Simpson	Read Replies (2) \| Respond to of 1487

<<Neither Magnecomp or KRP had any wireless suspensions.>> Z.....are you sure about Magnecomp??? If you look at what they reported re 2nd half 98 vs 1st half 99 they went from an ASP of .96 to 1.30. That in Singapore dollars which convert to .57 and .76 in US dollars. Given that conventional suspensions have been reported right around 60 cents by HTCH for several qtrs now I almost have to think that Magnecomp had to have some wireless production in the mix to get their ASP up over 75 cents US. Further, their discussion both complains about the past conventional/wireless mix and alludes to uncertainty over their future conventional/wireless mix....implying at least that there IS a mix. If I do the arithmetic using US$1.20 as a wireless ASP for them they would have been running about a 30%/70% wireless/conventional mix and that translates to less than 500k wireless units a week vs 4-5 million a week for HTCH. Do you know anything about NHK's production levels? I've been singularly unsuccessful finding any data on them anywhere. Best Regards......Tom