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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Lee who wrote (6540)	6/8/1999 10:54:00 PM
From: Frodo Baxter	Read Replies (1) \| Respond to of 9256

>Assuming infinite product development capabilities, where do you see us reaching diminishing returns? A complete refresh of a product lines every quarter, every month, every week, every day? New desktop lines pop up every 4-6 months. But the enterprise product cycle is still 1 year. Considering, for example, that the Atlas IV and Fireball+ KA are the same drive, this begs the question as to whether the enterprise cycle may contract. We shall see soon, as the follow on Fireball+ has already been announced. >The faster we turn the greater the management challenges, not just in product development but throughout the chain. Firms seem to be splitting into two models to meet this challenge. Loose "chaboel" type structures of close partnering over an extended product roadmap form one group. The second group is the independent dealmakers, each new product can source from whomever and the product roadmap appears as a road map of successive business models. >Do others see this or variants in the market? Which will be the successful model? When the stars are aligned, any model will work. But a vertically integrated manufacturer is by nature, less flexible. Let's see how Seagate handles their GMR transition.