Some of the suspension assemblies we sell, including, suspensions produced for the vertically integrated hard disk drive OEM’s are shipped to SAE. During the first quarter however we shipped a greater percentage of suspensions directly to HGD OEM. This accounted for nine percentage points or half of the sequential quarter change in revenue, from SAETDK. In addition, as we mentioned in our fourth quarter conference call, one of our customers pulled extra suspension assemblies in the last week of the fourth quarter to honor a volume commitment.Read the rest of this transcript for free on seekingalpha.com
Hutchinson Technology, Q1 2011 Earnings Conference Call Transcript
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