SI
SI
discoversearch

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 : Disk Drive Sector Discussion Forum
WDC 160.04+5.2%Nov 5 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tom Simpson who wrote (9123)4/28/2002 2:46:26 PM
From: Gus  Read Replies (2) of 9256
 
RIP? There is a basis for hope.<g> But we've all heard that before.

In the early 80s there were more than 250 disk drive companies. Now there are only 5 desktop drive manufacturers left. There are only 3 enterprise drive manufacturers left. There are only 4 mobile drive manufacturers left. For some reason, it takes a while for disk drive companies to realize that a business plan that depends on losing money on every disk drive shipped in the expectation of making up for it in volume is just not a very good business plan.<g>

Desktop accounts for around 70%-75% of unit shipments. Enterprise accounts for around 10%-15% and Mobile accounts for around 10%-15%.

Valuations have remained depressed in this industry for so long that one who knows his way around the supply lines can establish some really good cost basis for whatever type of market now seems possible in the near term.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News