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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 187.88+0.1%3:59 PM EST

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To: Mark Oliver who wrote (3650)6/12/1998 1:19:00 PM
From: Chuck Bleakney   of 9256
 
I don't know... You need to consider what else it takes to build a drive besides the heads and media. Typically today this is a machined aluminum casting, drive motor and electronics. Using a stamped case would save some cost but add design and consistent manufacture challenges, using molded plastic is a possibility but the out gassing will significantly reduce the MTBF of such a design... A casting using powdered metal is probably a good candidate but I don't think the materials on that process are inexpensive enough yet. Ceramics? Tolerances and durability may be an issue. The electronics will get to the point where it's all on one chip, at least for a baseline product... it's just a matter of time. But the reality is that I don't see how it can get a whole lot cheaper than it already is without a basic shift somewhere. The individual component designs are already very efficient.

Chuck
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