Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 140.22

-8.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: LK2 who wrote (7592)	12/23/1999 11:10:00 AM
From: Z Analyzer	Read Replies (1) of 9256

<<RE-the fat lady sings. Probably the most depressing thing I've read about the drive stocks since the Asian flu of 97>> Before we all get depressed, let's put this in perspective. If I read the article correctly, they were talking about declining sales OF SEMICONDUCTORS TO THE DRIVE MANUFACTURERS, not decling sales of drives (altough price declines keep that forecast from being as bright as we would like unless PC growth is higher than anticipated or other consumer uses become big). Reuctions in the number of chips required per drive and declining prices of chips are apparantly expected to excced growth in drive units. IDC's forecast would presumably conflict with George Gilder's forecast of small disks encroaching on traditional flash markets-something I admit I'm not yet hearing of. -Z

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next