Gus,
<<No doubt, Fujitsu has positioned itself well for the future, but, for example, given an AMR disk drive and a GMR drive with the same areal density, won't a PC OEM, mindful of the relatively new and inexperienced channel assembly partners in their camp, choose the more mature AMR drive?>>
I don't think so, at least not for that reason alone. I know we tend to think of the DD market as highly promiscuous but I am not convinced it is as bad as we characterize. For sure, a technical problem will send customers to the competition's order desk, but all else equal there really are some company to company loyaltys. But that isn't the real reason I do not think Fujitsu will have acceptance problems. If Fujitsu is implementing GMR at densities where MR would work, then they actually will have an edge in terms of performance margin budget. That is to say that one could argue that GMR, performing at lower levels, is a safer bet then the MR performing at the edge of the envelope.
Best,
Stitch |
