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


To: D.J.Smyth who wrote (2108)1/14/1999 9:00:00 PM
From: T Bowl  Read Replies (1) | Respond to of 2253
 
<<HMTT is an improvement over their operation and general net costs.>>

I won't ever argue that HMTT's process and model is a more efficient one than KMAG's, but be careful how much you buy into the costs associated with making the media. Financial twiddling can get you a long way. HMTT now has 9 idle lines sitting there costing nothing in Deprec - 2 brand new because they never "turned" them on and 7 "old" ones written off in the restructuring... All are perfectly capable of making good media, but the demand isn't there so they wrote it all off. That puts them from around 60% true capacity to 90%+ on paper... It's finance wheenie world wonderland in CA!

todd



To: D.J.Smyth who wrote (2108)1/14/1999 9:34:00 PM
From: Dale Stempson  Read Replies (2) | Respond to of 2253
 
Darrell, Do you happen to know if there is a replay number available for the CC? I can't seem to find one and I'd like to listen to the call. If not, do you recall if there was any discussion of how well sales to IOM went last quarter? Any related info would be appreciated. Thanks.

Regards - Dale