Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 166.10

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Nov 12 3:59 PM EST

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To: Z Analyzer who wrote (6556)	6/10/1999 11:32:00 PM
From: La Traguhs	Read Replies (3) of 9256

Sorry for not getting back sooner. On the 4.3GB and 8.6GB capacity drives, Conner has qualified Yamaha for the AMR heads and HMT for the media. <<Bottom line, the question is do the rules of area density leadership apply as strongly in the very low end?>> Yes, IMO. Everyone is racing to the Lowest Common Denominator (LCD) drive: one head and one side of the media. Almost everyone's next generation will get to 4+GB capacity using one head/one side of the media in Q4 of this year. Then, as the component playing field is leveled, we'll see who really does have the best manufacturing model. <<Until then, can they continue to compete as effectively against the Quantum and MXTR 6.8s which will be in high volumes.>> The battleground today is in the 3.2 to 4.3 GB capacity disk drives. The 6.8GB/platter stuff is now in the middle of the desk top capacity range, and from what I hear, demand there is slow (relative to the less than 6GB capacity point). Regards, LT

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