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

To: Sam who wrote (7266)	10/28/1999 9:00:00 AM
From: Sawtooth	Read Replies (3) \| Respond to of 9256

<< Disk drives aren't becoming obsolete. And demand is growing, not slowing. But capacity has grown with it, and achieving a balance between supply and demand has proven, shall we say, troublesome for the sector.>> Sam: To take jfrancis' question one step further, hasn't this demand/capacity growth cycle always been "troublesome" for the drive business? In other words, IYO, are we now in just another iteration of the cycle or has a fundamental change taken place in some other way? Thanks.....Sawtooth vvvvv