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: Sarmad Y. Hermiz who wrote (9003)	1/19/2001 10:59:31 PM
From: rich evans	Respond to of 9256

Here is a cut from an article on the CPQ thread. The other area in which Compaq is building its storage foundation is storage management software. Company officials are looking to double the number of their software developers from 200 to 400 this year. Lewis said storage hardware is getting cheaper as the price per megabyte drops and disk drives become faster. "Eventually, the hardware is going to be free," Lewis said. "The cost per megabyte is going to be so small it won't be a factor because you will get capacity and it will be virtually free. In terms of value, it is going to move into the software. The percentage of money spent in storage software will be a lot higher." The DD business is something else. At the recent INVC cc they said that the TSA suspensions from HTCH are being provided to Seagate below cost to compete with the INVX FSA product which has a 30% cost example. This is another example of DD mentality. The more they sell , the more they lose, whether its the whole DD or components. Rich