Read-Rite Message Board - Msg: 14623751

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 : Read-Rite

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mark Madden who wrote (4981)	10/20/2000 12:55:26 AM
From: Stitch	Read Replies (1) of 5058

Mark; <<It is just hard to imagine a market for larger densities. Or is it "If you build, they will come".>> You have to tap into the expectations for new markets for disk drives to appreciate what the industry is counting on. Apps like video and music, as well as the whole enterprise storage market all want higher and higher capacity and it appears the industry is ready to serve it up. The real question is whether they will continue to hand it out with a buck or two to boot in a continuation of the pain. In any case, the acceleration is going to remain stuck on 100% per year areal density improvements for the next three years it appears. Mark, keep your eyes and ears (and weekly polling)open for substantial price firming. Component shortage stories are starting to pop up all over the landscape. Best, Stitch

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next