Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 187.70

+9.0%

Jan 2 9:30 AM EST

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To: Mark Madden who wrote (8433)	6/25/2000 9:52:00 AM
From: Sarmad Y. Hermiz	of 9256

>> The price reductions were mild enough for the quarter that they will likely be a non-issue. Mark, I keep thinking there has to be a way to accurately represent the areal density and price change. I think I finally have it. The price that is most useful is not the price of a 10GB drive. Instead it is the price of a 1-platter drive of a given interface (IDE or SCSI) and spin speed. Since it is the # of platters, heads, intfc and speed that govern cost. Maybe there are other factors such as cache memory. I am not at all suggesting that price of a specific model over time is not useful. It is useful for some things. But the most accurate leading indicator of profits is what I outlined above. I think by those measures, the price of a disk has really not dropped at all. I realize that your explanation really does imply this conclusion. But I thought I'd make it more explicit. I'm up to my elbows in WDC, HDD and MXTR. Hopefully they'll not disappoint. Thanks for the report. -Sarmad

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