Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 187.70

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Jan 2 9:30 AM EST

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To: Gus who wrote (8555)	8/17/2000 12:46:03 AM
From: Tom Simpson	Read Replies (1) of 9256

<<What the hey? Big Blue is now projecting that areal density will keep on increasing at the 100-120% annual level for the next two years before tapering off. >> Ahhhh Gus, beating the dead horse, no? :o) It is possible they forecast correctly....but, consider the source. Are these the same folks that couldn't keep EMC happy with enterprise drives? Are these the same folk that were going to flood the market with MR heads, were going to grow big business in component supply? Is this the same player that was going to finally give SEG a run for their money? Isn't it just a bit interesting that while IBM HAS been holding the high-volume density lead (with SEG trailing) IBM has been losing and SEG gaining? If SEG now threatens to lead, why is this good news? CW is convinced leading edge density wins.....facts are SEG has done relatively best the last year or so trailing in density. Why this should be I don't know, but its a mystery I wish I understood. Best Regards......Tom

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