IBM Message Board - Msg: 3059093

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Technology Stocks : IBM

IBM 307.73

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10:38 AM EST

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To: art slott who wrote (2044)	12/30/1997 12:11:00 PM
From: Jim Patterson	Read Replies (1) of 8218

IBM's new storage ? has anyone given thought to the point where Disk storage does the same thing that DRAM storage did. That is basicaly over capacity. Capicity is growing 60% per year. I know there are places were they need Terrabyts, but that is not much different from 1 GB Dram servers. Most PC's can get by with 2-6 GB easy. Many with only 1GB. With a cost per MB droping from $5.23 in 1991 to $0.10 in 1997, is it posible that the lower higher volume end becomes like a DRAM market. That would mean that there are some MU stock situations out there. Of course if you look at WDC, I guess a lot has allready happened. Jim

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