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

To: Ron M who wrote (7434)	11/29/1999 11:43:00 AM
From: Robert Douglas	Respond to of 9256

Re: Gilder's comment: <<<He goes on to say that when looking at the next five years....."At the same time, storage, long a cheap peripheral, is expected to account for over 75 percent of all expenditures on computer hardware during this period.">>> Last week I read a Bear Stearn's report on Storage Area Networks. One of the key points of the report stated: <<<We believe that data storage will play a more central role in server purchasing decisions with the advent of SANs. Currently, data storage accounts for approximately 45% of a server's price, and we anticipate that this number will increase to around 65% in 2002 as data storage requirements will likely double on an annual basis.>>> Questions for the thread: Are we really witnessing the ascendency of storage? Will lowly HDD makers capture any of the profit from this ascension? *If storage demands keep doubling, as mentioned, can increases in areal density keep up? If not what are the implications for ASPs? For head and platter counts?