William Epstein,re:"demand...". It's cheaper to buy more storage than to constantly managing the 'what/when' to remove. Once you own a house, things just start accumulate, so is PC and computer.
Demand is there, it's the supply/demand equation as well as do one
have the right product at the right time and right price.
Standard offer for auto. That would be awhile and probably only
for the upscale cars that have 'good shocks', not for the everyday
people, like my corolla.
I think the multi-media applications would explode the usage at least
10x (a number grab from the air, not the IDC's kind of 'accurate
forcast'). I believe the demand number itself will surprise any
forcast, the supply side would depend on the intelligence of the HDD
companies. The curves (supply/demand) always cross over in a cyclical
manner on well defined products (oil,gas,auto,HDD,memory,house).
Amazingly it's just part of human/nature.
I remember SEG CEO announced the 'HDD bottom' a month or so back. It
is probably close but not controllable by himself. To be safe, one
might want to wait to invest in HDD and wait for concrete evidence
of the supply/demand problem is resolved. Either way (wait or now)
should make money. You can buy SEG at 20 and sell at 30 or buy at
15 and sell at 20 or something like that. Money will find you if you
work to find them.
Anyway, I don't think SEG is too big to be innovative, excuse me if
you please, it's more in manufacturing than design. Of course, the
design team has lot of challenge and work to do, but they should be
small in ratio. Correct my perception on HDD companies please. I'm
kind of referring to any INTEL pentium project may involve 100's of
engineers with multiple projects in parallel. |
