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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 215.00+0.5%3:59 PM EST
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To: Mark Oliver who wrote (3366)5/20/1998 5:31:00 AM
From: Stitch  Read Replies (1) of 9256
 
Mark,

<<But at some point, the room is just not big enough anymore.>>

That's right and don't forget the HUGE amount of paper still out there. We are right to note the lack of apps but conversion to data bases and a myriad of information access needs will still be a large demand driver. Ultimately data storage will do very well and disk drives still look like the most economic and reliable way to store it. The hard part is picking the companies that can not only survive but thrive in the changing landscape. The underlying basis for data storage hasn't changed. Market factors have.

Best,
Stitch

By the way...I choose Seagate as a survivor/thriver.
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