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

To: Stitch who wrote (7761)	1/11/2000 8:52:00 AM
From: Sarmad Y. Hermiz	Respond to of 9256

>>In the meantime both Hitachi, Fujitsu, and Seagate are showing gains in GMR production (per street talk). << I've looked and not found 10GB/platter offerings from Seagate or Fugitsu. Don't know about Hitachi. Doesn't this mean that RDRT has a technical advantage over them ? By "gains" do you mean in density or yield ? RDRT did not mention yield in their financial report, but they said "shipping in volume". I take that to mean acceptable yields. I don't think Seagate or Fugitsu sell heads to other than their own internal operations. So RDRT still has a chance to dominate the independent DD market. -Sarmad

To: Stitch who wrote (7761)	1/11/2000 9:50:00 AM
From: LK2	Read Replies (1) \| Respond to of 9256

RE-->The finally dead and forgotten APMs departure< I'd like to see a Chapter 7 for APM, instead of a Chapter 11. Also, I forget a lot, but I doubt I'll ever forget APM. Regards, Larry

To: Stitch who wrote (7761)	1/11/2000 2:52:00 PM
From: Tom Simpson	Read Replies (1) \| Respond to of 9256

<<Not at all. You are right on target...as usual.>> ROFL Yeah....Right. That is why I don't have any tax liability on the money I didn't make by not riding this turkey from 4 to 6 the last couple of weeks. Fortunately at least, I had not the self confidence in my own opinions to short it, or I would be in a terrible pickle and well beyond humor :o) But fundamentally, I do think your central point is correct....RDRT is no more essential to the industry than APM was. Talking about GMR production, I notice you didn't mention IBM in the same breath with Seagate, Hitachi, Fujitsu. Has IBM quietly gone away as a potential head supplier to others? On another subject, I'm really curious about potential mechanisms for active fine mechanical adjustments of the suspension...."secondary actuators" in the jargon. It seems to me that the premise of continued 100% annual increase in arial density depends on improved tpi density in particular, and that in turn means tighter mechanical track following. If the way to get there is to actively control strains in the metal suspension structure that would probably be very good long term news for HTCH holders since it would bump up suspension ASP's, and lets face it, COMPONENT unit growth is just not likely to be a real big number for the next year or so anyway (except for RDRT next quarter of course). Do you have any specific insight into the actual physics underlying so called "secondary actuators"? Best Regards.......Tom