Carl,
<<Less price pressure could mean less volume, and less competition could mean slower transitions to new technology.>>
At this point, nothing is going to affect the speed of the transition to GMR. WDC isn't leaving the scene tomorrow (though I personally wish they would), and besides, everyone that matters pretty much has their roadmap set up. In fact, you could say that anyone who doesn't have their roadmap set up at this point doesn't matter by definition. They're toast given the way this business works.
And, much as I hate to say it, price pressure ain't goin' away. It may lessen a little, but it ain't goin' away. And I doubt very much that whatever lessening occurs will affect volume even one iota.
Welcome back from me, too, Stitch. Pleased to hear from you again.
Regards,
Sam |
