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

To: Z Analyzer who wrote (6313)	5/11/1999 2:24:00 AM
From: Stitch	Respond to of 9256

Z, <<In my mind, yields are doing extremely well and the only issue is when volumes return.>> While I agree that HTCH's financials suggest some improvement in yields to back up mgt's statements to that effect, I don't think HTCH's future is free of yield issues and constantly seeking improvements. For one thing not all TSAs are the same. Each new product has to be designed with yield in mind. In that respect little has changed except the complexity of the process involved. Another point is the bottom line effect of a single point of yield improvement. It is pretty dramatic in the head and disk biz so I have to believe it will be in HTCH's case also. But then you really didn't qualify your statement above. So maybe you meant that all we need is volume orders to reach a stock price of +40 again. Couldn't argue with you. <G> Best, Stitch