Mark,
"Have you heard what capacity Quantum expects these AVHDDs to ship in?"
No.
"It seems like the first systems will be very expensive anyway"
They may be somewhat premium priced, but that would be what you would expect from a new kind of product like this. But I would think that the price and the production cost could go down rapidly, depending on which consumer segment is being targeted. I wonder too, though, just how proprietary the technology is. Possibly not very proprietary, but if that is so, why would MEI need QNTM? Gives some credence to the speculation, perhaps, that the drive division will be packaged off to Japan eventually.
Did anyone see that comment from some analyst, I forget who was recommending QNTM because the tape division was, in his estimation, worth around $25-26, and the drive division was worth (drum roll) about $6.50/share?! I found the latter valuation pretty amazing, frankly. The PSR on that comes to less than .25 or so (7x150m=$1.05b, with sales of around $4 billion for drives). |
