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: Stitch who wrote (8795)	10/2/2000 6:06:28 PM
From: All Mtn Ski	Respond to of 9256

More comments on DD pricing as of 09/29/00: Storage market update: Desktop IDE drives: We are finally entering an exciting time in storage, says NECX analyst David Nebbia, and particularly for desktop IDE drives. The market has really taken off in the last two weeks. With the fourth quarter just upon us, Nebbia expected some increased interest and lower inventory levels. But it’s happened a month early, he says. Drives with 10-Gbyte and 15-Gbyte capacities have seen 10% price rises. PC sales are starting to rise, and most of the major retailers are already on back order. Nebbia says to look for another 5 to 10% increase in all capacities up to 30 Gbytes. Notebook 2.5-in drives: With the focus on the desktop market right now, don’t overlook key signs that notebook drives are heading in the same direction as IDE drives, Nebbia says. Inventory levels on the IBM 6-Gbyte and 12-Gbyte "Arches" series are getting very low; pricing is firming and rising. In addition, Hitachi is unable to ship any 12-Gbyte drives until mid-to-late October, which has forced many buyers to gain IBM, Fujitsu, and Toshiba qualification or to place orders with them for support. SCSI drives: Nebbia reports that there still is some increased demand in the 9-Gbyte and 18-Gbyte capacities. With so many new model numbers on the market and on their way, it’s hard to pinpoint the real shortages over the long haul, he says. Look for 36-Gbyte/68-pin and 73-Gbyte/68-pin drives to be very hot heading into the 4th quarter, as well as the 9-Gbyte, 68- and 80-pin types. In general, the storage market has not been this active in a year, Nebbia reports. With the consolidation of distributors and with the storage manufacturers minimizing their distribution channels, the resources available to OEM are fewer. They are starting to come into the open market faster for information and for product. semiconductoronline.com

To: Stitch who wrote (8795)	10/2/2000 7:28:51 PM
From: Mark Madden	Read Replies (1) \| Respond to of 9256

<The following strikes me as a winner. Thoughts?> I like the idea of an external hard drive as long as it does not sacrifice speed. Usually when my drive gets full I consider upgrading my computer. It costs me 10 times the cost of a new drive. I understand this firewire connection is many times faster than a USB connection. Wouldn't it be nice to have a high capacity, fast and expandable drive with an external computer attached.<g> Then I would not need to update my computer until it became obsolete or noticeably slow. Changing computers could be a breeze with all the programs and files still on the drive. Regards, Mark

To: Stitch who wrote (8795)	10/2/2000 10:33:48 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 9256

Stitch, <<Thoughts?>> <<... the product allows consumers to quickly and easily install up to 80 GB of additional storage to their desktop or laptop computer for video editing, digital music, digital photos and games.>> I'm assuming the real market is non-pc devices. While I hesitate to give these dregs any credit for anything, it should be realized they tend to "discover" disruptive technologies very early: foxnews.com Toss 80 GB storage capability (remember PSII has an optional hard drive, fire wire) on top of DVD and you have a full function Internet enabled entertainment device. Other products: foxnews.com Christmas 2001 will be quite a shopping season for electronics-- severely constrained this year by supply problems and the continuing slow roll out of residential fast access. Still hearing bad things about PC demand but I guess we will find out for sure in the next couple of weeks. Stopped out of HTCH today. Paul