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Non-Tech : HMT TECHNOLOGY - UNDISCOVERED YET! -- Ignore unavailable to you. Want to Upgrade?

To: SidStock who wrote (2069)	8/10/1998 8:50:00 PM
From: Bill Lin	Respond to of 2253

yeah, we are back to the cash return for reinvestment question from the beginning of this year. This slow down is VERY bad for HMTT's cash flow. I haven't driven by the HMTT factory at night recently, because when I visit Silicon Valley, its really out of my way. But I will try to see this weekend. Thanks for the info on the rest of the DD industry. SEG looks like a solid buy, i guess. saw a Fry's commercial selling 8.6 gig for $199 or less than $25/gig. yikes! BL

To: SidStock who wrote (2069)	8/17/1998 2:28:00 AM
From: Bill Lin	Read Replies (1) \| Respond to of 2253

>>How's the parking lot at the factory these days?? Sat. afternoon drive by (from SJ Airport to Oakland), parking lot looked 1/4 to 1/3 full Sunday night (10pm) drive by (other direction), parking lot about 1/4 full. I guess running the factory at 66% to 75% capacity and at 33% gross margin is better than 90% and 20% gross margin. ??? or maybe not. I heard that HMTT is a real stickler for keeping their gross margin in tact. it loses them some business. anyway, your contact seems correct, based upon the very scientific parking lot poll. :) BL