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

To: Z Analyzer who wrote (7482)	12/8/1999 3:01:00 PM
From: Tom Simpson	Read Replies (2) \| Respond to of 9256

<<Any guess on the savings for a 1 vs 2 head drive?>> Single platter one head vs single platter two head would just seem to take out a head, suspension, and a channel ... 10 bucks at best. Marginal advantage of that seens pretty small. On the broader issue of growth it is getting a bit complicated to forecast "storage" growth. Things like video in set top boxes plus various "network appliance" concepts are all incremental regardless of ariel density. You get a minimum increment of one head, one platter, one suspension, one channel, one etc. for each unit. Depending on ariel density vs the unit storage requirement at the time it may be more than one. Its in the current desktop/enterprise markets where the rate of improvement in ariel growth can be so steep that the unit growth of components actually goes negative even as the growth in physical storage units remains positive. Personally I expect these diffucult times will continue until GMR becomes more mature and improvement in ariel density is a bit harder to come by. Tom