Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 201.25

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9:55 AM EST

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To: Sawtooth who wrote (7267)	10/28/1999 11:09:00 AM
From: LK2	of 9256

>>are we now in just another iteration of the cycle or has a fundamental change taken place in some other way?<< The more things change, the more they stay the same. In general terms, the disk drive demand/capacity growth cycle is still the same it's always been. Have there been any major changes in the cycle? Nope. That's why it's so frustrating to invest in this sector. There has been strong unit growth of disk drives sold. But that hasn't translated into profit growth for the industry. We're always hoping to hit it lucky, I guess. Larry

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