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

To: Yogi - Paul who wrote (3149)	4/30/1998 1:30:00 PM
From: Tom Simpson	Read Replies (1) \| Respond to of 9256

>I'm still looking but this site has been updated.... Ur rite...it has. Used to be a good MR primer....movin' on to the latest and greatest GMR. I give them a lot of credit for putting up a coherent picture. By the way, IBM does make suspensions internally, what percentage I've not got a handle on, and there was some degree of coupling between HTCH and IBM during TSA development. The precise nature of it remains obscure to me, but HTCH paid a few million to IBM to clear the path for commercialization. IBM takes some 10-15% of HTCH output and IBM is producing drives with integrated leads. I haven't been able to find out if those are HTCH made or IBM made; my best guess is the latter. APM was supplying something like 50% of its suspension needs internally. That could be much higher since the floor dropped out from under their total output. HTCH's strongest competition looks to be NHK. Best Regards.....Tom