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Technology Stocks : Seagate Technology - Fundamentals
STX 253.39+6.6%3:59 PM EST

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To: Robert Douglas who wrote (285)12/4/1998 5:50:00 PM
From: Frodo Baxter  Read Replies (1) of 1989
 
>Don't change horses in the middle of the stream. We are talking GB capacity increases produced by greater areal densities and not ASPs.

I'm not changing horses. The primary component in ASP dropping over the past year is that the drive manufacturers are selling more drives with fewer platters and heads.

I don't know why you're contending that drive manufacturers aren't splitting up a 20G drive to make two 10G ones... that's exactly what they're doing. If you don't know this, you're not listening to enough conference calls, especially from the head and media vendors.

Stitch, help me out here!
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