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To: Mark Oliver who wrote (2978)1/12/2000 5:46:00 PM
From: Z Analyzer  Read Replies (1) | Respond to of 3029
 
Since over 50% of INVX's business comes from disk drives (mostly flex circuits), IF an FSA suspension has a future, do you believe HTCH or INVX would be better and more cost efficient at installing it on and tuning suspensions (something INVX has never done before). Also, 3M sells flex circuits to SEG and reportedly will also offer an FSA. None of this would indicate that INVX's remarkably high former margins would be attainable.

Also, as I recall, conf call before last they talked about two other possible customers for FSA. This time, only one and nearly a year away. -Z