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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 243.80+9.3%2:58 PM EST
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To: Gus who wrote (1971)12/31/1997 9:04:00 PM
From: Stitch  Read Replies (4) of 9256
 
Gus;

<<The trend is clearly towards cheaper and faster boxes.>>

Can I take the definition here of trend at the face value in your statement? Or,do you mean more models are being offered in the sub $1K category? Do you mean incrementally more users (market)? Then I agree. But if you mean a trend away from functionality, and away from what we know as a PC plaform, then I disagree, at least for the near term. There will continue to be growing needs in what John has characterized as 3D apps but lets clarify it as simply higher performance.

I think very cheap PC boxes which go to first time users are a marvelous way to seed a market for susbsequent purchases that will climb the performance ladder. But I also wish I knew how many of the cheap models are going to "second" pc situations versus first time users. Know of any research? Clearly the cheaper boxes going to the corporate segment are netcentric. I guess we dont care if the storage is in the box are at the other end of a cable do we?

I am prompted to ask "what else is new?" This is a trend thats been with us forever isnt it? Lower cost, more bang for the buck, etc. etc. So, the question becomes exactly what John asked. How are DD makers going to meet the price demand? Well, they have already given us a great historical performance in this regard. But a corollary to that history of more bang for the buck is a shrinking of players. I think there is a little more shrinkage to come. Do you agree?
best,
Stitch
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