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To: Stitch who wrote (666)3/11/1999 8:22:00 PM
From: Gottfried  Read Replies (1) | Respond to of 1989
 
Stitch, "Ingram Warns On Earnings, To Cut 1,400 Jobs" Thursday,
March 11 6:43 PM ET
Doesn't make me feel better about prospects in the DD sector.

dailynews.yahoo.com

Gottfried



To: Stitch who wrote (666)3/12/1999 3:12:00 PM
From: Mark Oliver  Read Replies (1) | Respond to of 1989
 
<This is clearly a transition year for DD makers. GMR, 7200rpm on the desktop, 10k rpm on the high end, TSA or TSA "like" flexures, nano to pico slider sizes, and a nascent "appliance" application arena, all weigh heavy on a heavily challenged industry. >

Okay, I'll bite. I'm a TSA freak and I'm curious what you learned. What's happening in TSA "like" flexures?

Hutch looks like a good buy in the low 30's unless the market freaks out and thinks PC sales are falling, thereby gutting a lot of good investments. I think the numbers look good on Hutch. What do you think?

Regards,

Mark