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 166.10

-2.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tom Simpson who wrote (8109)	3/17/2000 8:42:00 PM
From: Stitch	Read Replies (1) of 9256

Tom, <<Its really quite remarkable that so far only APM has failed to survive>> Interesting spread sheet that you uncovered from the Quantum archives, thanks. As to survival I guess we have to note that attrition comes in many forms. APM's BK, Seagate's headcount, Yamaha/Hitachi/Samsung's retreat (from the head business), TDK's acquisition of Headway, are all forms of sector downsizing. I guess the question that remains is whether the market can support two major independents (RDRT and TDK). I still say that bandwidth is the ultimate key. Whether its a set top box hooked to a cable or a huge disk farm hooked to the backbone, bandwidth is required to enable most of the applications that will drive the "new economy". Best, Stitch

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next