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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 240.87+1.9%Jan 26 3:59 PM EST

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To: Pierre-X who wrote (4675)10/11/1998 6:00:00 PM
From: Stitch  Read Replies (1) of 9256
 
PX,

<<200MB is a non starter.>>

Naw...gotta differ with you.

What is emerging are two distinct segments for removability technology. One is what I call floppy replacement and the sine qua non is backward compatibility. No OEM is going to stop putting floppy disk drives in their box until their users can read old disks with whatever replaces them. This segment is big casino, battling for the next standard removable storage slot. The second segment I call Hi Performance cartridge. This is ORB, Jaz, JazII, Sparq, Quest, and SyJet so far. Of these latter the battle initially is for niche applications (albeit potentially lucrative ones) with promises from ORB that they expect to compete with fixed hard drives eventually (but that is typical Sayed Iftikar hyperbole and I doubt it).

<<The only way a new infrastructure technology has a chance at breaking into a market is either by serving a critical niche need or by offering at least an order of magnitude of improved performance ... neither of which, as far as I can tell, characterizes HiFD.>>

From 1.44 MB to 200 MB is at least an order of magnitiude isn't it? I would buy one if I thought it was becoming a standard. On the other hand I would buy the LS-120 if I thought that was becoming the standard. There you have it in a nutshell. Its a mexican stand off with OEMs and suppliers undecided while the users continue to putz around with the 1.44 MB floppy which, after all, is still quite serviceable in many respects. <G>

Of course all of the above is my own VHO. Feel free to tell me I am FOS. <GG>

best,
Stitch
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