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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 181.44+1.0%Dec 26 3:59 PM EST
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To: Mark Oliver who wrote (3810)6/25/1998 1:23:00 PM
From: Gottfried  Read Replies (1) of 9256
 
Mark, you said >when asked for his projection on the ratio of storage off the desktop, he's seeing 2 drives sold for each PC unit. That's one in the box and one out. So, this is an increase from 1.6 that I had been reading before.<

I heard him [Geenen] say he found a ratio of two hard to believe.
I didn't write this down in my notes. When Jim Porter talked, about
a year ago, HE predicted a ratio of two. I think we better assume
a ratio < 2.

GM
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