Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 152.14

-3.7%

3:16 PM EST

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To: Frodo Baxter who wrote (1395)	11/5/1997 3:25:00 PM
From: Leo Mitkievicz	Read Replies (1) of 9256

Lawrence I missed this two weeks ago when the Nov 4 PC Magazine came out. Don't recall seeing any discussion here. Dvorak is always interesting and seldom so misinformed. From PC Magazine, November 4, 1997 <Inside Track By John C. Dvorak Look for a reemergence of disk drive wars later this year and continuing into 1998. They will be triggered by the final entrant into the magnetoresistive (MR) head club, Western Digital. The MR head increases the capacity of hard disks by a factor of five to ten, and Western Digital has been the last holdout. Western Digital is the company that drives prices down. I'm told by disk manufacturers that it's even likely that the 9GB drive will be standard issue in 1998, and one person told me to expect to see 20GB drives selling for under $500 by late 1998. The first MR drive from Western Digital will incorporate 2.16GB on a single platter. My primary drive is a 9GB Micropolis drive, and it's a welcome relief to have such capacity available. And, in case you haven't noticed, software bloat is worsening.> zdnet.com If a lot of trash like this "factor of five to ten" has been floating around the street It explains some of the lack of strength in WDC and APM shares. Had trouble believing my eyes when I spotted it last night. Leo

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