Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

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Nov 7 3:59 PM EST

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To: Stitch who wrote (93)	11/11/1998 5:43:00 AM
From: accountclosed	Read Replies (1) of 1989

On the Moore's law curve for the last few years, DD and DRAM are doing fine. (While we were debating this IBM raised the bar from 20 gig to 25 gig.) CPU chips and Killer app's are lagging. I wasn't trying to predict the demise of development in dd nor especially of sales. (I wasn't debating penetration at all. It's just is 25 meg enough for now?) Just that the economics might change until the lagging sectors are in a position to drive dd development to the point that bigger drives are have-to-have on the desktop (or in the set-top box, etc.)

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