Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 166.10

-2.3%

Nov 12 3:59 PM EST

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To: La Traguhs who wrote (6561)	6/11/1999 1:05:00 AM
From: Frodo Baxter	Read Replies (2) of 9256

>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). Maybe this is true for lesser desktop players like SEG. QNTM has indicated they have already shifted the sweet spot to 6G in their last cc. And since their ASPs are already $100...

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