Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Stitch who wrote (4751)	10/17/1998 12:31:00 AM
From: La Traguhs	Read Replies (1) of 9256

Hi Stitch, You "outloud" comments are surely thought provoking. So I got provoked and came up with my thoughts. I think Seagate has to swim with the areal density flow or sink. It appears that the entry capacity point on the sub $100 OEM drive has moved from 2.1 GB to 4 GB. With the areal density march going forward (still irregardless of the what the market really needs), the box builders can now get 4 GB in one platter/two heads versus six months ago where we were talking 2.1 GB for one/platter two heads at about the same price point. Naturally, they'll push for the 4 GB capacity. Ya gotta remember that the playing field is starting to become leveled. We're at one platter/two heads for the low end market - not far from the asymptote of one platter/one head. (This, my sources say, for 3-4 GB capacity will occur mid to end next year). My guess is, when that happens, the guy with most efficient vertical model wins and that could be Seagate - if they stay in the race. Yah know, I know they're pushing to stay in the time-to-market desktop race, but their poor execution towards that objective speaks to a lack of stomach for the segment. Regards, LT

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