Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 179.56

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Dec 24 12:59 PM EST

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To: Mark Oliver who wrote (3645)	6/12/1998 10:16:00 AM
From: Chuck Bleakney	Read Replies (1) of 9256

> - Capacity doesn't imply that sub $500 PC's will have small drives. We talk about these machines not needing more than 2 or 3 gig drives at most, but here they keep showing higher and higher capacity points taking the bulk of sales. Why don't they show a 2 gig drive, selling for say $15, going into a mass market Internet PC? I wonder which of these capacities they expect to see in Autos? There is a floor for disk drives... and I don't believe that they can become as cheap as either floppy drives or CD-rom drives without some kind of new innovation... The configuration with a single platter is the lowest common denominator. The market price for recent designs in this arena tell a lot about what can be produced profitably... If it cannot be produced profitably then it is not sustainable, but simply a fire sale... and those must go away eventually. Chuck

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