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Technology Stocks : Hutchinson Technology, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Hectorite who wrote (1451)	1/22/2000 1:58:00 PM
From: rich evans	Read Replies (1) \| Respond to of 1487

It may be pricing and cost which is slowing down HTCH/TSA. On the INVX CC , they said FSA has a 20% price advantage over competitor product which I interpreted as TSA. And previous post on percent of market for different products seemed to indicate FSA had signifcant share and was growing. But I don't know enough about industry so this could all be wrong. Rich

To: Hectorite who wrote (1451)	1/23/2000 12:39:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 1487

Just a few comments on HTCH. -With tech stocks now selling at average p/e's of 50, when things do improve, there's alot of room for upside. -The TSA as industry standard thesis has not yet been disproven but is clearly not yet needed. -Two of HTCH's largest TSA customers, QNTM and MXTR are aerial density leaders hurting HTCH business. -Is the lead of true wireless over SEG's flex partly due to suspension differences? -I believe it is IBM fujisawa? that is about to transtion to wireless. Hopefully, HTCH TSA gets this business vs. NHK. I think this may be IBM's source of lower end high end drives which is where the growth seems to be. All that aside, there is no doubt that HTCH management's optimism got to them and they screwed up. Hopefully they learned. Still HTCH will be in good position if computers, handheld devices with disks and A/V proliferate as forecast. If the HTCH franchise is secure eventually those with vision will see HTCH as a very cheap play on the digital future. -Keep in mind that the spectacular increases in arial densty may hurt current business but extends the life of the DD vs. flash and is absolutely necessary to open up the opportunities in digital VCR and disks in hand held devices. Presently, its a curse. Long run, its absolutely for the best. -Z