*AV*--News Story of Interest (at least to me)
* Forecasting 15% PC sales growth during the 4Q, International
Data Corp said the industry will continue to be dominated by the
"big four" vendors. These companies -- COMPAQ COMPUTER CORP, IBM CORP, HEWLETT PACKARD CO and DELL COMPUTER CORP -- had more than 40% of U.S. sales volume and 35% of sales worldwide during the 3Q, according to IDC. IDC said it believes Dell is set for growth through its recent move into the personal computer server and workstation markets, and through opportunities in the portable and consumer segments of the market. It also said 1998 could prove to be a "bust out" year for Hewlett-Packard in the portable computer segment. (Reuters 03:30 PM ET 12/09/97) For the full text story, see infobeat.com
OKAY, so now here's the question. If indeed there is validity to this commentary, what do they expect to put into these computers for mass storage? By the looks of the eviscerated Disk Drive stocks and sub assembly suppliers (SEG, QNTM, WDC, APM, RDRT, INVX, HTCH), it appears that disk drives will not be in demand for these new computers<GGG>. Is the anticipated growth rate in the computer sector grossly overstated or has their been an overreaction in the Disk Drive sector??? HMMMMM!!!!!
Andrew |
