Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : INVX Innovex Comdex Winner !! -- Ignore unavailable to you. Want to Upgrade?

To: Beltropolis Boy who wrote (2469)	5/11/1998 4:31:00 PM
From: trilobyte	Respond to of 3029

Thanks Chris, I had found the % data you posted (from the edgard link that you can access from Yahoo!) but didn't know they had spelled out things as clearly during the last conference call with respect to which companies they did the most business with. I must say that i have found the trading during the last few days rather disconcerting as I expected some strenght in INVX following the reasonably positive comments made during the last conference call (that management thought this would be the bottom of the down cycle and that orders should pick up going forward). So I wondered what may be putting a lid on the upside and concluded that this probably had to do with the IBM-WDC alliance and the negative impact this would have longterm on RDRT and APM. I must conclude, after reading your post, that INVX may itself suffer from this alliance as RDRT may suddenly have to cancel contracts. I am assuming that IBM will not be turning to INVX for lead wires or other head parts. The vanishing trading in this issue would appear to be very bearish signal to me. Comments anyone? Trilobyte

To: Beltropolis Boy who wrote (2469)	5/12/1998 1:34:00 AM
From: Tom Simpson	Read Replies (1) \| Respond to of 3029

>Answer: As expected, Seagate, Read-Rite, and Yamaha are the three >largest customers, though not always in that order. Its a pretty safe guess that Seagate tops the list these days. Apart from the facts that SEG whacked hell out of their inventory last quarter and high end product is again flowing through, INVX has the HIF/Cheetah program at relatively high asp's. Yamaha is probably next because RDRT got squeezed so heavily at WDC. From CC 2nd hand (I missed replay personally) report, IBM is currently supplying 50% of WDC MR heads, whether as HGAs or HSAs I don't know, and where wires may have come from I don't know. In any case, shed no tears for RDRT on INVX account, for down there in the second INVX customer tier is SAE/TDK which has been going gangbusters. Wouldn't be surprising to see the next period top tier be Seagate, TDK, Yamaha in that order. Its hard to say because head share shifts around so fast...but wherever it goes, wires have to follow (this year anyway). More important on the negative side is simply the declining growth impetus from the 2 wire TFI to 4 wire MR transition. WDC is essentially the last to change and they are already approaching something like 50/50. Best Regards.....Tom