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To: rich evans who wrote (2972)1/12/2000 2:49:00 PM
From: MikeM54321  Read Replies (1) | Respond to of 3029
 
Rich- What was your take on what is probably the Seagate issue? INVX stated that their large DD customer halted something like $3 million in orders in December. And if I'm not mistaken, hasn't ramped up in the Jan-March quarter as of today. INVX blamed it on Y2K (but without conviction). I just didn't get a warm fuzzy feeling out of their Y2K excuse. What's your opinion on this on the SEG-INVX relationship? Thanks. -MikeM(From Florida)



To: rich evans who wrote (2972)1/12/2000 3:15:00 PM
From: Z Analyzer  Read Replies (1) | Respond to of 3029
 
<<But CEO did say that despite all this they would do AfLX again as bought it cheaply despite the extra unplanned 15 mill they have spent on Adflex to restructure. >>
As opposed to what? Saying they made a mistake?


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