> Perhaps this is more true in the semis industry (which is cyclical)
> than in storage -- storage is not yet mature enough for us to know
> whether it's cyclical.
I don't imagine data storage ever being cyclical. For disk drive makers
like Seagate, WDC or Maxtor, it might be cyclical for desktops and servers
as new versions of applications come out or operating system versions
(Windows, NT, Linux etc.).
For the storage companies that sell into database, web-based businesses
and business in general, data is going to be produced each day, quarter,
year regardless because of financial accounting, engineering departments,
marketing/sales info, new products etc., etc., etc.,...
I suspect the only burp down the road is the whole economy going into
a recession and business capital spending dropping off but even then,
data continues to get generated, maybe just not at the same level.
So, maybe that's the answer, macro-economic recession cycles are the
asteroid that kills (maims, slows down) the "data storage dinosaur". |
