SI
SI
discoversearch

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 139.09-0.8%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mark Madden who wrote (7602)12/23/1999 2:50:00 PM
From: Mark Madden  Read Replies (2) of 9256
 
I can?t disagree with some of the recent gloomy posts but I think there are some bright areas also. The semiconductor industry is a lot like the drive industry in that technology is changing the environment. They open new markets with increased capacity and lower cost but the increased capacity also reduces unit sales to older markets. It is the new markets that will open up niches and specialties with new customers producing higher margins.

Growth in the drive sector has been non-existent if measured in sales or earnings but the unit growth has been steadily over 15% per year. The lower prices have reduced revenues and earnings to no growth status but this will not continue forever. With a good pricing environment sales in earnings could grow beyond the 15% unit growth.

Certainly there are risks and unforeseen future markets but these factors usually end up positive in technology fields.

Regards,
Mark
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News