Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

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To: Gus who wrote (1941)	12/30/1997 12:37:00 AM
From: John Wang	Read Replies (3) of 9256

Gus: This is a scary forecast from HDD supplier stand point. Do we see any sign of it yet? How can HDD makers sell into a market of $500-$700 PC and make profits? Using today's model of aggressive HDD pricing in sub-$1000 PC, the HDD has to sell $70 or less in $700 PC? Using today's drive making process, a major cost cutting has to take place at heads, media. And, further integration of ICs is needed, etc. Will this $500-$700 PCs be produced to replace a chunk of market share of higher priced units? Or, will they come about because the 40% of the US population that never owns a PC will come in to buy these? I still remember that Michael Dell said that there is no market share (PC) to lose to network computer. How are Sun's or Oracles's network computer doing? I have not heard anybody buying these things. At least, I am not interested. Why will anyone be interested in relying software, application program that he has to "rent" from some server? John

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