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Non-Tech
HMT TECHNOLOGY - UNDISCOVERED YET!
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
2253 12 0 HMTT
Emcee:  Michael Berkel Type:  Unmoderated
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1753 From Convertibles Daily. Don't know if it means anything: <HMT TechnolKeith J-3/13/1998
1752 <I>Are their parking lots still crammed with cars at all shift hours ?<Tino-3/12/1998
1751 Both 1st call and Zacks show expected earnings at .36. Anything under that woutom pope-3/12/1998
1750 If they can just show flat earnings vs. the December quarter (0.40 diluted), thTom Terf-3/11/1998
1749 <i>The questions here we should ask are, when will investors bid up the sBill Lin-3/9/1998
1748 Bill, if the ASP decline at the rate (10 to 25%)that you are suggesting, as youCCW-3/9/1998
1747 Bill: You guys know TOO much. It is impossible to make money in the market at tJerry String-3/8/1998
1746 I agree with CCW, the ASP for media should be $9-$10 for FY 1999. Then you neeBill Lin-3/6/1998
1745 I did not referred back to the conference notes for an exact ASP, but I am simpCCW-3/5/1998
1744 I'm just saying new products are likely to have the potential of a higher AKeith J-3/5/1998
1743 At best you should assume ASP maintaining at current price with no increase goiCCW-3/5/1998
1742 Regarding the cash flow arguments, lets take an example on the margin. Let'Keith J-3/5/1998
1741 KJ - I honestly don't know what the CapEx is used for exactly... However, T Bowl-3/5/1998
1740 Re: ""Most of us are hoping that WDC/SEG/QNTM won't report 8-12weDale Stempson-3/4/1998
1739 What constitutes the rest of the capital spending then? Isn't the quarterlKeith J-3/4/1998
1738 <<these units cost about $15-16 million>> $2-$3mil toddT Bowl-3/4/1998
1737 Thanks Todd. So basically, full out, a unit could do about $5-6 million in salKeith J-3/4/1998
1736 << what is the thru-put (i.e., # of units) on a quarterly basis?>> T Bowl-3/4/1998
1735 I own a third of what I'd like to, so you could say long term I'm bulliMark Adams-3/4/1998
1734 I don't know how you can discern WIP inventory vs. finished goods inventoryKeith J-3/4/1998
1733 CCW, personal apologies if you were offended by my posts. I got carried away. Bill Lin-3/4/1998
1732 Mark, Let me restate, that I am LONG HMTT at 16, and am internally VERY bullishBill Lin-3/4/1998
1731 CCW, Hey, I'm playing the part of the BEAR! Bears are RUDE! If they see aBill Lin-3/4/1998
1730 Here we are in early March, and to see how the quarter is going, go back and reKeith J-3/4/1998
1729 Oops, sorry guys it should have been Maxtor, instead of WDC. Todd, I was unablCCW-3/4/1998
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