Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

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To: Sam who wrote (9087)	1/9/2002 7:36:19 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 9256

Re: Weekend Priciing Report by: broncoincalifornia Long-Term Sentiment: Buy 01/07/02 06:01 pm Msg: 68377 of 68488 Mark, Thank you for your reports. It has to be a lot of work to do this. I wonder if these reports come out sounding a bit pessimistic. The capacities points are being reached with fewer platters and fewer heads. If we catagorize by constant GB the catagories move to lower and lower products. If the reports could be based on number of heads and disks and if this is state of the art density or end of life density. For examaple have 40GB / disk for the state of the are density for the present. At this density have 1 disk 1 head, 1 disk 2 head and maybe 2 disk 4 head. Do the same for say 20 GB/disk as the end of life density. I think this indication would not show the price erosion we see if we catagorize by capacity.

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