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

To: All Mtn Ski who wrote (1461)	1/29/2000 3:29:00 PM
From: Tom Simpson	Read Replies (2) \| Respond to of 1487

I think you are right, though I wouldn't dare to pick a specific low. And "book" is only marginally useful when it partly represents capacity for which there is no current demand. I would just note that sequential drop in unit shipments and sales was proportionate so the TSA/conventional mix didn't get better. Existing TSA customers won't likely need a whole lot more units near term, after all, their immediate path to profits is based on shipping more drives with proportionately fewer heads and platters in them. No...what HTCH has to do this year is start shipping TSA to SEG and/or Fujitsu and as of today it is not clear either of those two deals have been cut, or will be. Meanwhile we flounder. On the brighter side longer term we can anticipate (or not) that closer track spacing will make microactuation more necessary and the mechanical particulars of the TSA technology a more compelling advantage. I don't see inventory reported in the news release. Anyone pick up that number from the conference call or other sources? Best Regards.....Tom