I was just reading an article about Seagate's woes; here's an interesting quote:
It's not a lack of demand that's plaguing major disk-drive vendors such as Seagate, Quantum Corp., and Western Digital Corp. In fact,
DISK/TREND Inc., a Mountain View, Calif., market research firm, predicts that worldwide sales this year will top $34 billion. Expansion and new products should push sales above $75 billion by the year 2000.
PC sales continue to grow at about 15 percent to 20 percent a year," Stone said. "And every one of those machines has a disk drive in it.
But when the prices continue to drop at 30 percent to 40 percent a year, this is what you get."
url: headlines.yahoo.com
The question is: Is INVX having to sell their components for less, given the price competition between dd manufacturers? If not, or if only slightly, INVX should not be hit anywhere near as hard as dd companies.
Anyone have an answer to the question?
TIA,
Rob |
