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

To: Mark Madden who wrote (7523)	12/12/1999 4:50:00 PM
From: T Bowl	Respond to of 9256

Stitch said: <<I actually think that what must happen is the advent of new storage applications assisted by the broadening of available bandwidth and emergence of a host of new appliance-centric toys & tools. >> Aaah, besides all the fascinating-techno-jazzy-impossible-to-understand-mumbo you mentioned in your post, that's a statement we all ought to give a lot of thought to… I've read the post several times and learn more everytime! I'm beginning to get less interested everyday about trying to determine how the DD sector is going to save itself, and more interested everyday in how the outside world is going to bail out the DD industry. I'm convinced that the current situation we are in is only going to be solved by a HUGE increase in user demand. Not these trivial DecQ related capacity specific short term temporary shortages.. We need significant change to come before we see real profits. Here's a little info for the Indy lovers we've had lately… I can buy the new MXTR 40GB DD(in stock) for <$300 now. Pretty cool, but I won't 'cause I don't need that much capacity really. My old dog 13GB in my DELL is enough for now. Current projections I've seen are for max desktop capacity to grow to 16GB+/platter in Jun00 and 25GB/platter in Dec00. Imagine, 100GB in the mainstream next year. We'll see 50+GB/platter in the Spring of 2002!(#@$%^&) How many 4platter/8head DDs you think they'll sell? Not many, unless the fundamental demand landscape changes. That's why we see avg head counts projected to go so low in the next few years. Until then, my only hope is that we'll see some continued enthusiasm for the weak Indy suppliers that'll bring them above $5! Then the fun begins!! todd