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

To: Stitch who wrote (7361)	11/15/1999 11:07:00 AM
From: George Dawson	Respond to of 9256

"Simple arithmetic suggests that PCs and servers will still be the largest drivers of the DD market for the near future." Stitch, I located some additional information since posting some of the DD projections last weekend. Some analysts are estimating that only 1/10 of the projected numbers will be used in storage servers with multiple disks. I am guessing that is on the low side, but it is in direct agreement with your observation. George D.

To: Stitch who wrote (7361)	11/15/1999 4:53:00 PM
From: Sam	Read Replies (1) \| Respond to of 9256

Stitch and all, I think you gotta read this story , especially given some of what you have shared with us about your background in the industry. On Lerach and Shugart, a tale of fishing and and making HDs: sfgate.com Can anyone with longer and more intimate experience in the drive sector than I have give the other side of this fish tale, if there is one? s.

To: Stitch who wrote (7361)	11/16/1999 4:32:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

Gary, Needless to say I will be interested in your review of the symposium whenever you have that completed. Also, should you have a few spare minutes in your travels, I would be interested in talking with you further before you head back to Asia. You could either let me know when and where to contact you or it might be easier if you were to give me a quick call so I can ring you back on my nickel. Congratulations again on Seagate!!! Jeff 561-697-9117

To: Stitch who wrote (7361)	11/17/1999 3:48:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 9256

Stitch, <<``The PC isn't dead. I think the discussion of whether the PC is dead, is dead. The PC will be with us a long time">> Well, my usual "yada, yada" plus this (I'm in the Ellison, McNealy camp)-- yahoo.cnet.com Death to the PC! <vbg> Paul