Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: T Bowl who wrote (7629)	12/27/1999 12:09:00 PM
From: Mark Madden	Read Replies (2) \| Respond to of 9256

Todd - Thank you for the excellent input on future drive density. Scary isn't it. Who will be around to make the 80gb platters, heads and suspensions? It won't be new entries to the market because the profit outlook is to bleak. The existing companies will never make it in the business long enough unless they change their business plan for today's conditions. Although the future is blurry from here, IMO the component makers must raise their prices or have a large increase in demand. The demand for components looks like it is declining because of the fewer parts per drive. This means they can't sell an 80gb platter for $8.45 and survive. How about $84.50? Or maybe two 40gb platters for $50.00 each. or maybe four 20gb platters for $28.00 each. This is what it will take for component makers to survive unless they have some great cost cutting schemes. I don't know how component makers can get price increases but it would probably take shortages to get things rolling. Any thoughts? Regards, Mark