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Technology Stocks : Hutchinson Technology, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Ron M who wrote (1216)	4/21/1999 9:45:00 AM
From: Z Analyzer	Respond to of 1487

<<Foresee 30% sustained margins in long term expect TSA to be the lowest cost product in market Re Fujitsu: pico caps work well, cost is an issue more amd more customers looking for tails. issues is electrical noise in high rpm drives. flex circuits with solder joint provide nodes for noise, as well as reliability issues and assembly cost concers. current no tails customers are asking for tail designs>> A couple of additional points: Hutchinson is now in talks with Fujitsu. While caps works well, HTCH firmly believes that it has a cost problem. Also caps in its present form can not include tails, which are becoming increasingly necessary. HTCH says that even those customers most opposed to tails are now coming around to believing in them. It would seem that there are significant implications for Innovex if their new customers for these circuits now rapidly begin to switch to TSA with tails. -Z