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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 174.58+1.5%3:59 PM EST
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To: Z Analyzer who wrote (5302)1/22/1999 9:36:00 AM
From: Stitch  Read Replies (1) of 9256
 
Z;

<<Can you tell us whether the drive companies are beginning to look at the digital VCR as a potentially huge source of disk drive demand within the next several years? If so, it is impacting their planned capacity? Could it create shortages?>>

You probably know as much as I do about this app Z. Out here in factoryland we talk abut ion milling, micro etching, and molecular contamination. I hang with the "get it done" crowd. All that visionary stuff I get mostly from the same things you read probably. I do think, however, that non typical apps hold a lot of promise for the DD sector with digital VCRs just one of them. But just think if it took off like VHS did. Wow.

Best,
Stitch
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