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 (9068)	11/28/2001 7:36:11 PM
From: Ted The Technician	of 9256

The two questions are difficult to answer without knowing the physical limits / speed of innovation / market supply & demand / market saturation points. I've done some comparisons between cost of various storage mediums. Video tape, hard drive, CDs, silicon is the order from cheapest to most expensive per bit. (I might have the hard drive and CD in the incorrect order.) The trade-off is speed. It costs more for speed. It's only natural that as the expensive technology gets cheaper and the market saturation points are reached, the previously expensive technology will become so cheap that it will displace the older technologies. DVDs are popular this Christmas. This means to me that video tapes are being displaced. The popularity of TIVO boxes also reduces the demand for video tapes.

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