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 (3650)	6/15/1998 2:55:00 AM
From: Alan Hume	Read Replies (1) of 9256

Hi Mark, -Late Reply- you mention the possible requirement for a $35 HDD, and your logic is quite correct. I am frankly disappointed at the sluggish performance of all on the HDD manufacturers. The <$1000 PC has been with us for a year at least now, and the trend is towards $500. Because of this amongst other things, the HDD manufacturers are under immense price pressure. Why, because they have to date failed to come up with product that was designed to to be manufactured and sold (with profit) at $05 per meg. They are all bleeding because they are selling products that were designed for far higher ASP's. The phrase "time to market" can always be found in their quarterly reports, but now 12 months have passed and I have not noticed a single new product from the big 4 designed for the slot where the bulk of the market is. Disclaimers more than welcome Alan

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