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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 158.11

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To: Z Analyzer who wrote (5946)	3/27/1999 6:46:00 PM
From: Stitch	Read Replies (1) of 9256

<<If WDC is using TSA in any volume, its news to me also. Are you referring to perhaps a low volume IBM drive design drive?>> I had in mind WDC's “Expert” 7200 RPM family of drives based on IBM technology. I had thought they were using TSA but I may be wrong. I hope to check this Monday and clear up any confusion I have caused. <<It's easy to think the whole industry has gone wrong, but would Hutchinson really get one weeks notice from every drive maker at the same time? >> <<Due to demand issues or production problems. High end , notebook, desktop? –Z I actually do not think the “whole industry has gone wrong”. There is still brisk sales at the high end for corporate IMO. According to a just released report from Gruntal Seagate will still show very strong high end sales. However Wayne Fortun's comments during the HTCH CC was that their push out of orders is across the board, even affecting their conventional backlog. If you consider what we are seeing from RDRT and HTCH with what I am hearing from DD guys and what we are hearing from the PC guys it is relatively simple. There is a PC order slowdown. Remember that we are on a much shorter fuse then before. In a perverse sort of way, it may be good news. Depends on what we hear from the channel. If the guys are channel stuffing then we have learned squat! <<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..>> I actually am not sure what this means. But if LT suggests that High Performance desktop is going away then I disagree also. In fact, what is happening is that serious desktop users are going to move to the 7200 RPM performers much more rapidly then previous migrations IMO. This class of product is a 7200 RPM, Ultra ATA, 10 GB minimum and it will be the so-called “sweet spot” very soon IMO. Best, Stitch

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