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

To: T Bowl who wrote (7842)	1/23/2000 8:01:00 PM
From: Sarmad Y. Hermiz	Respond to of 9256

>> They have the Desktop XV8(announced 23jul9, expected vol prod Sep99) and XV10(announced 99, expected vol prod Dec99). I am passing this "official PR" info along; I cannot claim to have seen any in the channel, but I don't really see much presence from them at all for any product. << Well this is exactly what I mean. The PR announcement comes out, but the actual product does not. At least not at $130 for a 10GB or $180 for 20 GB. Meaning it is tough to make these in volume. Which I interpret to mean that the disk drive business is getting very tough to get into, meaning that at last we do not need to worry about low tech assemblers swamping the market every time the currency goes their way. So now we just have to worry about demand, which I think will be high and get higher every day.