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

To: Z Analyzer who wrote (7026)	8/30/1999 12:12:00 PM
From: Mark Madden	Respond to of 9256

Z, How might we put 300 mb of music data in our car HD? Regards, Mark M.

To: Z Analyzer who wrote (7026)	8/30/1999 12:18:00 PM
From: T Bowl	Read Replies (2) \| Respond to of 9256

Monday Morning price update... Yes indeedy, I actually see a very slight firming of prices at CDW for the 4.3, 6.4 and maybe 8.4GB caps. A much better monday surprise than what I am used to, kinda, cause I haven't been seeing much of a drop lately(the things are so dang cheap at this point anyway). But that is NOT the case for the midrange products(13-17GB stuff). I see decent drops in those caps(5%+ this week). Esp the IBM 16.8GB drive(old clunky GMR drive with lotsa heads/platters - clearance?) The higher caps 20+GB didn't move much, but that's cause there aren't as many players out there yet. My read is that we've hit bottom on the "I'm no longer going to give you $5 to buy my DD" caps, but let's face it, has anything really changed? We've got too many players, too much capacity, too much supply, and everyone is desperate... todd

To: Z Analyzer who wrote (7026)	8/30/1999 1:05:00 PM
From: Sam	Respond to of 9256

Z, By this time next year, 256mb flash will be readily available (maybe even by next March or so), they'll be working on half a gig, possibly up to a gig within 2 years. I haven't seen a formal roadmap for that, but the competition is intense, and I know SNDK, Hitachi, Toshiba, Samdung, et al are working furiously on it. The real question in flash is what happens 2 or 3 years from now, when capacity equals or overtakes need, will pricing become like DRAMs or DDs? That point is not close yet, but it will happen. The question for Sandisk is, will their patents still allow them to be a toll taker in 3 years, or will the others have found a way around them? So far, at least, they've held up in court and in practice. I'm sure that they pay for the best legal team they can find, it's essential for their business right now.