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: Stitch who wrote (8105)	3/17/2000 2:41:00 AM
From: Tom Simpson	Read Replies (2) of 9256

Some semi-representative data I dug up from Quantum spec archives. Max Date Model Density Seek Capacity Disks Heads GB/Surface Cost/GB apr-95 Atlas II 0.66 8.0 4.5 5 10 0.45 330 jun-97 Atlas III 1.40 7.8 9.1 5 10 0.91 110 may-99 Atlas IV 3.40 6.9 9.1 2 4 2.28 49 nov-99 Atlas V 6.80 6.3 9.1 1 2 4.55 25 The date is the model announcement date. The max density is the areal density in the track closest to the spindle, a thoughtful touch on Quantum?s part to note that. The cost per GB is based on the list price in the announcement. In less than 2.5 years (jun-97 to nov-99) the no of disks required to make a 9.1 GB drive went from 5 to 1. By the end of this year, a single surface of a single disk will suffice for that capacity. On the bright side, now that we are finally down to 1 disk for most PC?s, PC unit growth can once more begin to flow through and become unit growth to the food chain. Video and other new markets might even become noticeable growth additions. Its really quite remarkable that so far only APM has failed to survive. Best Regards..Tom

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