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

To: LK2 who wrote (7592)	12/23/1999 11:10:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

<<RE-the fat lady sings. Probably the most depressing thing I've read about the drive stocks since the Asian flu of 97>> Before we all get depressed, let's put this in perspective. If I read the article correctly, they were talking about declining sales OF SEMICONDUCTORS TO THE DRIVE MANUFACTURERS, not decling sales of drives (altough price declines keep that forecast from being as bright as we would like unless PC growth is higher than anticipated or other consumer uses become big). Reuctions in the number of chips required per drive and declining prices of chips are apparantly expected to excced growth in drive units. IDC's forecast would presumably conflict with George Gilder's forecast of small disks encroaching on traditional flash markets-something I admit I'm not yet hearing of. -Z

To: LK2 who wrote (7592)	12/23/1999 11:40:00 AM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 9256

>> Probably the most depressing thing I've read about the drive stocks since the Asian flu of 97. I wouldn't get that depressed. Try to name even one application that might move from disk storage to flash. I think flash will grow, but high capacity applications like video and database will stay with magnetic disks (at least for a few years). Flash also wears out if written too often. So it is unsuitable for normal disk drive apps. More important writing speed is horrible for flash. So if anyone is on the window-ledge getting ready to jump, please come inside and relax. After all, some of us held WDC from 55 down to 3, how can it get worse ??? (actually it can. I also have APM from 40 to 3/8).