Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 160.04

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To: Mark Oliver who started this subject	7/2/2002 3:19:32 AM
From: appro	Read Replies (1) of 9256

Komag emerges from bankruptcy. NY Times article. >>"This industry can't seem to get any respect," said James Porter, president of DiskTrend, a market research firm in Mountain View, Calif., that follows the industry. "It's a weird combination of chemistry, electrical engineering and a lot of math. The problem is they just work too well and nobody pays any attention." The industry is in ways a victim of its own success. In recent years, it has performed the Herculean feat of increasing disk-storage capacity at a rate of 100 percent annually — almost twice the rate of improvement in the computer chip industry — only to find that storage demand has grown by only 50 percent a year. The result has been a financial shambles.<< nytimes.com

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