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

To: T Bowl who wrote (2074)	9/10/1998 1:15:00 PM
From: M.S. Raju	Read Replies (1) \| Respond to of 2253

Todd, What do you think will happen to Komag? Do you think it is a good time to accumulate some at the current price levels?

To: T Bowl who wrote (2074)	10/20/1998 7:23:00 PM
From: DoggyDogWorld	Read Replies (1) \| Respond to of 2253

KMAG took market share from HMTT this quarter. KMAG's revenues increased sequentially by 4-5%, HMTT was essentially flat. It's not like KMAG slashed pricing, either, their ASP only dropped a few percent. I don't want to make sweeping statements based on a few percentage points, but a big part of HMTT's investment thesis was their alleged competitive advantage over KMAG. Based on this I expected HMTT to emerge from the downturn both larger and stronger than KMAG. Doesn't seem very likely now.