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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 163.26+3.5%12:59 PM EST

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To: La Traguhs who wrote (5928)3/27/1999 6:50:00 AM
From: Z Analyzer  Read Replies (1) of 9256
 
<<MHO, the market segments for disk drives are being polarized between what will be the
low end HDD's and the high capacity, high performance server drives with a "no-mans
land" in between. If a company plays in the no-mans land they will lose.>>
I hav eto agree with Lawrence here. Even before cable modems, the power desktop users will stillbe around. Dell customers and Pentium II buyers won't become single platter U-2 wimps all of a sudden. -Z
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