Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 198.47

-9.6%

9:49 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mark Madden who wrote (8900)	11/19/2000 12:03:16 AM
From: Sarmad Y. Hermiz	of 9256

>> Less than 11gb --- up 0.6% 11gb to 21gb --- up 0.1% Greater than 21gb --- down 1.3% << Mark, I think this is a very bullish snapshot. The down part (greater than 21 GB) is very expected, and I would be shocked if that were not so. Obviously, for the first time in this industry, you can get 20GB on one platter. So prices on the older multi-platter models have to drop. In fact those models have to be discontinued, since there is no justification for their production any more. So I would expect clearance sales and dumping of the remnants. The category to watch now is the single platter models. These drives should not be subject to any influence other than supply/demand. There are no more economies to be wrung out of them. Except maybe when a single platter/2 head drive goes to one head. As in the 10GB capacity. I guess there is another $6 to go in that category. Thanks for your continued generosity in sharing your results. Regards, Sarmad

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next