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There will always come announcements that seem to proclaim the doom of hard drives, and there will always be days when all hard drive makers and suppliers fall in sympathy, witness AXC's price below what Chairman Bramson paid 5 months ago! However, I really can't see Seagate, Quantum, WD, IBM's hard drive business going out of business in the next 10 years. 40-60% annual increase in capacity is kinda hard to keep up with, or even to leapfrog enough to surpass significantly enough to displace!!! Think about it clearlheadedly, not emotionally like many who are probably dumping hard drive sector shares today. Are they really all going to just go out of business, give up making hard drives, lock the doors and send everyone home! Yet that's how many are probably interpreting it. Each technology announcement puts that much more pressure on the biggies to include a simple 20-40% improvement KM layer on their platters, change the necessary electronics and integrate the whole device, happily paying AXC their licensing fee for the privilege of helping keep ahead of the competition. BTW, with KM I imagine we'll start seeing hard disks approaching 10GB size anyway. Arent' there even some 9 Gig drives out there already? Don't know where the AXC selloff will end, assume people will be brought up short by the soon coming 10K. Last years 10K was signed by company on 3-8-96, so any day now. BTW, this month both lawsuits are supposed to goto trial, if they aren't delayed again. |
