I'm still requesting others postulations re: the potential size of the disk drive market KM addresses, also further discussion re: KM and MR. Yes, I've scoured and reread repeatedly all 3 of the latest 10K and 10Q's and I still see them insisting that MR is just not readily applicable to KM, "at least not for several years, if ever."
Sooo- how many disk drives are predicted for '97? Anyone a clue? Actually '98 is more realistic due to fact of KM unlikely to be fully implemented, if at all, for a full calendar year till then.
How much of disk drive market is already devoted to MR?
Getting a handle on the total projections of disk drives for 97 or 8, then subtract anyones guestimates of devoted portion to MR, bingo, a number in the tens of millions you can figure with and dream by. From what AXC says, KM is only marginally costly at all to implement, so sounds like could be done at very low cost overall, with HUGE (we hope)profit margins for AXC. But how many disk drives? I'm assuming, of course, a herd mentality among disk drive makers once KM is accepted by one manufacturer, tho AXC hints at locking in the first OEM's willing to commit long term to it and leaving others out in the cold, at least as far as R&D and initial production is concerned.
GO AXC! |
