Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.61

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Nov 6 3:59 PM EST

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To: Robert Douglas who wrote (9066)	11/28/2001 12:57:13 AM
From: Ted The Technician	Read Replies (1) of 9256

I feel that the disk drive is a commodity. Its position in the market is weakened by the "solid state" drives. My gut feel is that the hard drive will be replaced by silicon chips eventually. Some of these companies actually make money from the hard drive business. It's the new ventures side of the house that is losing money. Perhaps these companies are taking a hint from Intel's refocus on profitability and cutting back on the losing growth business?

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