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Technology Stocks : Seagate Technology - Fundamentals
STX 293.99+5.2%Nov 10 3:59 PM EST
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To: accountclosed who wrote (74)11/10/1998 9:08:00 AM
From: Pierre-X  Read Replies (3) of 1989
 
The central theme of your post was:
Desktop storage space outrunning storage demand.

I totally agree with you 50%. <g>

Actually, your opening is a perfect segue to a point I wanted to reiterate in response to a string of posts here about increasing capacity via microactuation.

Total megabyte demand on the desktop is pretty much stuck until TWO things happen: (imho)

1. The PIPES HAVE to get bigger! A 20 gig disk running on a UDMA/33 interface would require an HOUR and a HALF to completely read or write to at UDMA/33's typical 4 MB/s sustained transfer rates. (Compare to 12 minutes to completely read or write a 1GB disk at typical EIDE transfer of 1.5 MB/s, in the olden days.) It's like putting a 60 gallon gas tank in a Ford Escort. UDMA/66 will help and so will 100 and 125Mhz system buses, coming next year allegedly. But for now device capacities are growing much faster than device bus bandwidth--a chokehold on capacity demand.

2. The Killer Storage App is still AWOL. At least we have the Killer Delivery Device rapidly propagating to the masses: DVD. I wonder if it turns out that the Killer Delivery Device is all that's needed ... anybody have any hard numbers on how many DVDROM drives have journeyed to hinterland?

I disagree 50% because these things WILL happen, and in a few years everyone will be wondering how they lived life with puny 20GB HDDs. <g>
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