Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

STX 272.27

+3.9%

Nov 26 3:59 PM EST

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To: Frodo Baxter who wrote (280)	12/3/1998 11:33:00 PM
From: Z Analyzer	Read Replies (1) of 1989

<<You're assuming that the variance in secular growth rate is the most important determinant predicting supply and demand. It isn't. It's the variance in areal density versus that predicted by Moore's law. This past year, areal density has increased 100% versus the 60% historical average. >> Actually, there's no law that states that demand grows at the rate of Moore's law which states 60% growth in supply at a constant price. I would contend that demand will soon become insatiable again partly due to cable modems, but more due to demand for audio/video storage. I just bought a 300 CD changer which is great but is nothing compared to the conceptual flexibility and user friendliness of being able to put it all on a disk drive. I find the introduction of digital VCRs extremely exciting as well. These products are right around the corner and, I believe, could be HUGE. Which raises a question for the DD experts out there. What would it take for disk drives to meet the shock requirements for use as CD replacements or supplements in an automobile? Call me an optimist on DD capacity demand. Let me predict that these two products will revolutionize the broadcast industry by obsoleting much of the advertising which currently supports it. Later, Z

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