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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 282.58+8.6%Feb 6 9:30 AM EST

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To: Pierre-X who wrote (4396)9/9/1998 10:40:00 AM
From: Mark Oliver  Read Replies (2) of 9256
 
Pierre, I'd speculated earlier that it would make sense for Samsung and Hyundai to get together and merge some of their business units like HDD's.

biz.yahoo.com
biz.yahoo.com

Well, don't know if you all noticed, but Hyundai is trying to strike a deal with LG Semicon to merge their semiconductor units. This seems like a big move. Certainly a capitulation that things aren't going to get better soon for DRAM pricing.

Sure looks like we must see a move to PC's with huge DRAM counts. I wouldn't buy a system with less than 128M, and I'd consider 256. As the software developers get going on the idea of tons of faster DRAM to run programs, we should see some exciting changes. I don't see why we won't see systems with 1G of DRAM as common place in 2 or 3 years. By then, the high end DRAM chip will probably be 4 gig.

Regards,

Mark

PS Can a disk drive run in a shock filled environment such as a car? Sure seems like the auto PC is a sure thing in the near future. Will they run their storage on a HDD? Is the move by IBM to such a small diameter platter for shock resistance, or size reduction? Will WDC make these drives?
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