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

To: Sam who wrote (9043)5/21/2001 10:14:54 AM
From: Sarmad Y. Hermiz  Respond to of 9256
 
>> It's the same IBM that keeps new disk drive innovations flowing, even if they have problems executing. A 400 gb desktop drive anyone?
<<

Sam,

Something is weighing down the share price of WDC. Maybe it is the IBm announcements. But my point is that IBM has generally always failed at being a merchant supplier. They just don't have the low cost for producing a commodity. Like inventory turns, etc....

Thanks for posting the articles.

Sarmad



To: Sam who wrote (9043)6/4/2001 3:30:01 AM
From: Gus  Read Replies (1) | Respond to of 9256
 
EMC is already using Seagate's 180 GB drive in its top of the line Symmetrix (8xxx series) which went from 19TB to 70TB in about a year's time. According to them, Seagate is going to push 500 GB and 1 terabyte drives fairly quickly in its roadmap. That's not surprising. 180GB drives selling for more than $2,000 are more fun to make and sell than 10GB drives selling for less than $50.


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