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To: Joe Btfsplk who wrote (2162)1/25/1998 6:57:00 AM
From: Mark Oliver  Respond to of 3029
 
<Interesting facts concerning HTCH vs. INVX.>

I find postings from someone with a made up name on an AOL thread can be interesting food for thought and discussion, but I have no reason to believe anything said. I have been reading these threads too long to be tricked into believing some yahoo's attempt to sway the market with self serving bullshit.

That being said, it may well be true. Who knows.

Wouldn't life be so simple if we could just know all this information and draw our own conclusions. Well, the only thing I've seen printed publically is that Seagate is using HIF on their number one program, the Cheetah. I think this will be a killer product and is a major win.

I believe that Quantum may have chosen TSA for a test program, but they are INVX customers now. Sure, IBM is using a TSA like product.

I'd be suprised if any of these wins or losses would have any near term impact, but they are telling for the future. More important, I believe the market is psyched up to see a winner and looser in this battle and they might be surprised by reality, but that won't stop them from a big share price reaction.

Regards,

Mark

PS Ever wonder why Hutchinson doesn't just say who's buying? I do.



To: Joe Btfsplk who wrote (2162)1/25/1998 7:12:00 PM
From: Douglas V. Fant  Read Replies (1) | Respond to of 3029
 
George, That article came out of a Minnesota Newspaper about three weeks ago.... HTCH's TSA component costs three times as much as INVX's product- so I'll look with any report that companies will choose the partr thast costs three times as much with a jaundiced eye....

Sincerely,

Doug F.