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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 139.09-0.8%Nov 21 9:30 AM EST
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To: Mark Madden who wrote (7633)12/27/1999 1:46:00 PM
From: Z Analyzer  Read Replies (1) of 9256
 
<<The demand for components looks like it is declining because of the fewer parts per drive.
This means they can't sell an 80gb platter for $8.45 and survive. How about $84.50? Or maybe two 40gb
platters for $50.00 each. or maybe four 20gb platters for $28.00 each. This is what it will take for component
makers to survive unless they have some great cost cutting schemes.>>
Considering that HTCH's suspension output, and probably that of the industry was remarkably flat last year, it would appear that reduced components per unit basically offset growth. This may continue for awhile, but must end eventually since you can't go below one head drives and I question whether it makes sense to go below 2. We also absorbed JIT inventory changes,loss of a substantial DD replacement market and yield losses on GMR heads.
Question is whether very cheap PCs will spur the world market to greater growth, whether broadband will help and when consumer audio and video become meaningful. Will the internet make PCs so indespensible that virtually every family in the developing or developed world will want one to access the internet? Will digital VCRs fully relace conv which is a very big market (and initially would be bigger)?
-Z
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