Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 158.03

+5.2%

Nov 3 3:59 PM EST

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From: Robert Douglas	11/13/2005 11:23:52 AM
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Years ago the disk drive sector was one of the most exciting in all of technology. Then it became a commodity and then a slow growing commodity. Today there is little interest in these stocks. But there has been a change as consumer products have boosted the unit growth rate which is often reported as 12% give or take a bit. Also the rapid price declines have slowed to the low single digits. Areal density gains are slowing and it is generally acknowledged that perpendicular recording will be needed to keep increases in areal density coming. Heads per drive has also bottomed and even begun climbing as density gains have not been able to keep up with the growing demand for storage. What does this all mean for investors? Are there any of us still interested in this sector? The recent decline in stock prices was tied to Ipod news. Does it spell opportunity?

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