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

To: Mark Madden who wrote (8433)	6/25/2000 9:52:00 AM
From: Sarmad Y. Hermiz	Respond to of 9256

>> The price reductions were mild enough for the quarter that they will likely be a non-issue. Mark, I keep thinking there has to be a way to accurately represent the areal density and price change. I think I finally have it. The price that is most useful is not the price of a 10GB drive. Instead it is the price of a 1-platter drive of a given interface (IDE or SCSI) and spin speed. Since it is the # of platters, heads, intfc and speed that govern cost. Maybe there are other factors such as cache memory. I am not at all suggesting that price of a specific model over time is not useful. It is useful for some things. But the most accurate leading indicator of profits is what I outlined above. I think by those measures, the price of a disk has really not dropped at all. I realize that your explanation really does imply this conclusion. But I thought I'd make it more explicit. I'm up to my elbows in WDC, HDD and MXTR. Hopefully they'll not disappoint. Thanks for the report. -Sarmad

To: Mark Madden who wrote (8433)	6/26/2000 1:31:00 AM
From: Stitch	Read Replies (3) \| Respond to of 9256

Gents, FYI; FUJITSU REACHES THE #3 MARKET SHARE POSITION FOR HDDS IN CQ1 ACCORDING TO DATAQUEST During CQ1, Fujitsu gained market share with top OEM customers & won new OEM accounts. Fujitsu sold drives for applications such as set top boxes & GPS. Year over year quarterly shipments grew by 36.2%; Overall, the industry grew by 18.4%. In 1995, Fujitsu's market share was 2.8%; In 1999, the share grew to 12.3%; In CQ1 2000, the market share grew to 13.5% . The company cited quality & technology as the reasons for the increased market share. . The company's disk drive operation has a vertically integrated business model and spends $3 billion in yearly R&D efforts. Internal developments have included fluid dynamic bearings, spindle motors, stiction free sliders, and suspension assemblies with integrated circuits known as CAPS. Fujitsu designs HDDs for enterprise, desktop, and mobile market segments. Dataquest is a market research firm which covers various technology markets including data storage. Best, Stitch