Yogi et al;
<<Over 9 million shares of Readrite traded before noon. Pretty much historic volume.
3 million shares of Maxtor?
What in the Wide World of Sports is going on there?>>
Yes, interesting moves today suggesting institutional interest in our battered gang of companies. I am not sure I understand it either, in light of this article:
planetit.com
But I am very happy with regard to RDRT and Maxtor and now have the conundrum of whether it is a fake-out or not. Former lessons in greed tell me to sell RDRT on the open Monday. A corollary lesson in greed tells me I probably won't.<G>
Gus wrote: << Stitch or others can probably lay out for you the more understandable capacity ranges (and tactical positioning) possible with driving each head program up and down their product lines starting with the 20 GB/platter program.>>
This is more then tactical, IMO, and is a fundamental part of Seagate’s factory-of-the-future efforts. They are borrowing from the auto industry the strategy of common platform that allows a decrease in the individual parts used to build their drives with all the efficiency and cost gains that would imply. But guess what, this isn’t necessarily a defendable core competency IMO, and others are already on the same path, of course. The net result will be in driving the cost and resulting prices down further, which may be a good thing.
Gus also wrote: << Already, Compaq has launched a major foray in the network-attached storage space alongside its disk drive suppliers and using Microsoft's embedded NT OS, which has disk-based and disk-less option. It smells like murder by numbers (units) to me.>>
Just in case anyone missed what is being said, among other things, is that the drive guys are clearly competing with their OEMs and the space is getting very crowded. The murder that Gus is referring to, I suspect, is the murder of profit margins, what else. I could not agree more.
Best,
Stitch |
