Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 155.45

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Nov 25 3:59 PM EST

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To: jfrancis who wrote (6386)	5/19/1999 8:45:00 AM
From: Z Analyzer	Read Replies (1) of 9256

<<Z Analyzer, I'm way down the food chain on understanding the implications on two items mentioned here: IBM's minature disk drives and 14 million video recorders (PVR's) by 2004. Would you please comment on how you see these two developments affecting htch? >> With respect to miniature disk drives, Hutchinson will be supplying suspensions to IBM. However, it is still very unclear how much demand there will be for these drives and I wouldn't look for big volumes soon. As for the video recorders, this is a very exciting market both because the numbers have the potential to become very substantial as well as because I see the drives being used in these recorders being maximum capacity drives (three platters and six suspensions). I would not expect that Hutchinson's share of drives going into VCRs would differ dramatically from their share of desktop drives since I would expect everyone to be selling drives into such a major market. -Z

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