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Technology Stocks : Western Digital (WDC)
WDC 172.05-2.4%Dec 15 3:59 PM EST
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To: kormac who wrote (7959)12/3/1997 9:40:00 AM
From: Pierre-X  Read Replies (1) of 11057
 
Re: NFR

You said:
Well, TeraStor is supposed to bring out a drive next summer based on their technology. Time will tell how successful they will be.

The time to initiate investigation of approaching substitutive products is now, prior to their introduction. I see an oncoming horde of potentially cross-elastic products on the horizon such as Jaz 2, Orb, DVDRAM, and NFR. One ignores these dangers at his peril.

I think removable technologies such as these will impact the desktop much more than the server market segment. The server segment requires as much speed and capacity together as technology can reasonably offer, ergo growth in array sales.

Desktops on the other hand have many uses for removeability including data portability, data exchangeability, data security, archive, and sheer capacity. Historically removeable technologies have commanded a huge price premium and performance penalty relative to fixed disks but these technologies on the horizon may possibly even that gap or even reverse the situation. If the latter were to happen then the situation would be grim indeed for a pure fixed disk maker like WDC. QNTM and SEG would be buffered somewhat by their own removeable-media programs.

PX
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