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

To: Mark Adams who wrote (1409)	11/5/1997 8:10:00 PM
From: Mark Oliver	Respond to of 9256

<I avoided INVX because it looked like TSA would obsolete a major income source for them. It appears that this report from HTCH confirms that sales of lead assemblies will fade as new products incorporate TSA. > I think Hutchinson as tried to create the impression that leads would disappear for more than a year now and so far, their showing has been very insignificant. In fact, the continued loss from this effort has demolished their earnings. I think nothing in their report has any significant statement besides the continued hope that they will one day gain a foothold. This does not mean that they can't, but I find this attitude of pending doom way over done. I think it's well and truely time for Hutchinson to demonstrate something solid. Until they do, they will continue casting shadow over a very well run company that has yet to miss a step. RE IBM and their interest in selling heads. They have continually demonstrated bleeding edge technology in storage development. They have such a huge captive demand from their own storage business, they have not been a big seller. For some reason, people continuously overlook the fact that IBM makes and sells more disk drive units than number 2 independant mfg Quantum. After investing billions, they are now forming a serious threat. Anybody who thinks RDRT or APM have a lock on heads has missed major Asian competition. The only bone of contension is whether competing mfg feel confortable going to IBM as a component supplier. All my opinions, Mark