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

To: Mark Oliver who wrote (5014)	11/24/1998 9:42:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

<<Fujitsu uses CAPS, exclusively. This is a proven, and perhaps expensive technology which surely competes with Hutchinson's TSA. Fujitsu is liscensing this technology to Magnecomp and they intend to produce it in China.>> We need to distinguish between competition and potential competition. The fact that Fujitsu is not attempting to sell CAPS which has been around for quite awhile would seem to support the contention that the process is too expensive. The downside for Fujitsu of licensing someone else to try to produce CIS is zero. I believe Quantum may be the company which has actually lost production due to lack of TSA suspensions. It is not surprising that they might be using any alternative available although HTCH, in their conf call, said they didn't believe any competing technologies had qualified, or that if they had, quantities were very small. Do you know for a fact that Quantum is using CIS? Any idea how they are priced and what the quantities are? Thanks, Z